Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82K Sell
2025
Q2
$124K Buy
2025
Q1
$115K Buy
2024
Q4
$75K Buy
2024
Q3
$56K Buy
2024
Q2
$42K Sell
2024
Q1
$60K Sell
2023
Q4
$56K Sell
2023
Q3
$71K Sell
2023
Q2
$83K Sell
2023
Q1
$126K Sell
2022
Q4
$151K Buy
2022
Q3
$120K Buy
2022
Q2
$114K Sell
2022
Q1
$133K Buy
2021
Q4
$75K Buy