Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Sell
2025
Q2
$186K Sell
2025
Q1
$265K Buy
2024
Q4
$228K Sell
2024
Q3
$261K Buy
2024
Q2
$159K Buy
2024
Q1
$154K Sell
2023
Q4
$182K Buy
2023
Q3
$129K Buy
2023
Q2
$127K Sell
2023
Q1
$135K Sell
2022
Q4
$140K Sell
2022
Q3
$148K Buy
2022
Q2
$1K Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy