Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$129K Buy
2025
Q2
$93K Buy
2025
Q1
$61K Buy
2024
Q4
$23K Sell
2024
Q3
$54K Sell
2024
Q2
$77K Sell
2024
Q1
$83K Sell
2023
Q4
$113K Buy
2023
Q3
$63K Sell
2023
Q2
$88K Sell
2023
Q1
$141K Sell
2022
Q4
$162K Buy
2022
Q3
$90K Buy
2022
Q2
$17K Buy
2022
Q1
$14K Sell
2021
Q4
$73K Buy