Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Buy
2025
Q2
$78K Buy
2025
Q1
$83K Sell
2024
Q4
$96K Sell
2024
Q3
$113K Buy
2024
Q2
$94K Sell
2024
Q1
$100K Sell
2023
Q4
$92K Buy
2023
Q3
$62K Sell
2023
Q2
$76K Sell
2023
Q1
$77K Buy
2022
Q4
$57K Sell
2022
Q3
$75K Buy
2022
Q2
$10K Sell
2022
Q1
$14K Buy
2021
Q4
$7K Buy