Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45K Buy
2025
Q2
$28K Sell
2025
Q1
$44K Sell
2024
Q4
$47K Sell
2024
Q3
$54K Sell
2024
Q2
$148K Buy
2024
Q1
$118K Sell
2023
Q4
$116K Buy
2023
Q3
$76K Sell
2023
Q2
$159K Buy
2023
Q1
$137K Sell
2022
Q4
$138K Buy
2022
Q3
$99K Sell
2022
Q2
$255K Buy
2022
Q1
$275K Buy
2021
Q4
$155K Buy