Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$36K Sell
2025
Q2
$50K Sell
2025
Q1
$98K Sell
2024
Q4
$118K Buy
2024
Q3
$85K Buy
2024
Q2
$73K Sell
2024
Q1
$102K Buy
2023
Q4
$48K Sell
2023
Q3
$61K Sell
2023
Q2
$71K Sell
2023
Q1
$82K Sell
2022
Q4
$90K Sell
2022
Q3
$138K Buy
2022
Q2
$153K Sell
2022
Q1
$201K Buy
2021
Q4
$111K Buy