Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26K Sell
2025
Q2
$27K Sell
2025
Q1
$32K Buy
2024
Q4
$24K Buy
2024
Q3
$20K Sell
2024
Q2
$26K Buy
2024
Q1
$16K Sell
2023
Q4
$25K Buy
2023
Q3
$14K Sell
2023
Q2
$15K Sell
2023
Q1
$17K Buy
2022
Q4
$17K Sell
2022
Q3
$15K Sell
2022
Q2
$116K Sell
2022
Q1
$144K Buy
2021
Q4
$81K Buy