Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24K Sell
2025
Q2
$47K Sell
2025
Q1
$80K Sell
2024
Q4
$106K Buy
2024
Q3
$82K Buy
2024
Q2
$60K Sell
2024
Q1
$118K Buy
2023
Q4
$18K Sell
2023
Q3
$49K Sell
2023
Q2
$67K Sell
2023
Q1
$95K Sell
2022
Q4
$101K Sell
2022
Q3
$115K Buy
2022
Q2
$74K Sell
2022
Q1
$111K Buy
2021
Q4
$64K Buy