Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29K Sell
2025
Q2
$40K Sell
2025
Q1
$68K Sell
2024
Q4
$112K Sell
2024
Q3
$103K Buy
2024
Q2
$26K Sell
2024
Q1
$64K Sell
2023
Q4
$87K Buy
2023
Q3
$72K Sell
2023
Q2
$79K Buy
2023
Q1
$59K Sell
2022
Q4
$53K Sell
2022
Q3
$51K Sell
2022
Q2
$171K Buy
2022
Q1
$205K Buy
2021
Q4
$74K Buy