Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$86K Buy
2025
Q2
$95K Buy
2025
Q1
$97K Sell
2024
Q4
$135K Buy
2024
Q3
$62K Sell
2024
Q2
$87K Sell
2024
Q1
$101K Sell
2023
Q4
$255K Buy
2023
Q3
$14K Sell
2023
Q2
$21K Sell
2023
Q1
$18K Sell
2022
Q4
$14K Sell
2022
Q3
$13K Buy
2022
Q2
$11K Buy
2022
Q1
$17K Sell
2021
Q4
$51K Buy