Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17K Sell
2025
Q2
$48K Sell
2025
Q1
$60K Sell
2024
Q4
$86K Buy
2024
Q3
$64K Buy
2024
Q2
$71K Sell
2024
Q1
$118K Buy
2023
Q4
$104K Buy
2023
Q3
$27K Sell
2023
Q2
$73K Buy
2023
Q1
$21K Buy
2022
Q4
$20K Hold
2022
Q3
$14K Sell
2022
Q2
$13K Sell
2022
Q1
$24K Sell
2021
Q4
$71K Buy