Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$30K Sell
2025
Q2
$32K Sell
2025
Q1
$86K Buy
2024
Q4
$46K Sell
2024
Q3
$198K Buy
2024
Q2
$146K Sell
2024
Q1
$210K Buy
2023
Q4
$193K Sell
2023
Q3
$193K Buy
2023
Q2
$145K Buy
2023
Q1
$140K Buy
2022
Q4
$117K Buy
2022
Q3
$107K Sell
2022
Q2
$234K Buy
2022
Q1
$190K Buy
2021
Q4
$131K Buy