Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$173K Buy
2025
Q2
$111K Sell
2025
Q1
$141K Sell
2024
Q4
$174K Buy
2024
Q3
$108K Sell
2024
Q2
$167K Buy
2024
Q1
$134K Buy
2023
Q4
$111K Sell
2023
Q3
$149K Buy
2023
Q2
$86K Sell
2023
Q1
$99K Buy
2022
Q4
$84K Sell
2022
Q3
$94K Buy
2022
Q2
$78K Sell
2022
Q1
$75K Buy
2021
Q4
$59K Buy