Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7K Sell
2025
Q2
$19K Sell
2025
Q1
$32K Buy
2024
Q4
$0 Sell
2024
Q3
$10K Sell
2024
Q2
$31K Sell
2024
Q1
$39K Sell
2023
Q4
$40K Sell
2023
Q3
$35K Sell
2023
Q2
$38K Buy
2023
Q1
$14K Sell
2022
Q4
$48K Sell
2022
Q3
$57K Buy
2022
Q2
$6K Buy
2022
Q1
$4K Buy
2021
Q4
$5K Buy