Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16K Sell
2025
Q2
$14K Buy
2025
Q1
$12K Buy
2024
Q4
$18K Sell
2024
Q3
$61K Sell
2024
Q2
$172K Sell
2024
Q1
$331K Buy
2023
Q4
$325K Buy
2023
Q3
$229K Sell
2023
Q2
$253K Sell
2023
Q1
$279K Sell
2022
Q4
$308K Sell
2022
Q3
$332K Buy
2022
Q2
$247K Buy
2022
Q1
$255K Buy
2021
Q4
$66K Buy