Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$62K Sell
2025
Q2
$60K Sell
2025
Q1
$56K Sell
2024
Q4
$86K Sell
2024
Q3
$158K Sell
2024
Q2
$166K Buy
2024
Q1
$23K Buy
2023
Q4
$19K Buy
2023
Q3
$19K Sell
2023
Q2
$19K Sell
2023
Q1
$53K Sell
2022
Q4
$58K Buy
2022
Q3
$35K Sell
2022
Q2
$119K Buy
2022
Q1
$124K Buy
2021
Q4
$92K Buy