Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149K Sell
2025
Q2
$138K Sell
2025
Q1
$138K Sell
2024
Q4
$156K Sell
2024
Q3
$190K Buy
2024
Q2
$127K Buy
2024
Q1
$138K Buy
2023
Q4
$72K Sell
2023
Q3
$76K Buy
2023
Q2
$55K Sell
2023
Q1
$58K Buy
2022
Q4
$53K Buy
2022
Q3
$41K Buy
2022
Q2
$23K Sell
2022
Q1
$32K Buy
2021
Q4
$17K Buy