Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44K Sell
2025
Q2
$59K Sell
2025
Q1
$130K Sell
2024
Q4
$157K Sell
2024
Q3
$150K Buy
2024
Q2
$115K Sell
2024
Q1
$138K Buy
2023
Q4
$93K Sell
2023
Q3
$79K Sell
2023
Q2
$91K Sell
2023
Q1
$94K Buy
2022
Q4
$72K Sell
2022
Q3
$72K Sell
2022
Q2
$74K Buy
2022
Q1
$76K Buy
2021
Q4
$40K Buy