Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24K Sell
2025
Q2
$19K Buy
2025
Q1
$8K Sell
2024
Q4
$28K Sell
2024
Q3
$113K Buy
2024
Q2
$79K Buy
2024
Q1
$52K Buy
2023
Q4
$47K Sell
2023
Q3
$55K Buy
2023
Q2
$61K Buy
2023
Q1
$49K Sell
2022
Q4
$85K Sell
2022
Q3
$93K Sell
2022
Q2
$134K Buy
2022
Q1
$160K Buy
2021
Q4
$47K Buy