Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11K Sell
2025
Q2
$12K Buy
2025
Q1
$8K Buy
2024
Q4
$11K Buy
2024
Q3
$11K Buy
2024
Q2
$19K Sell
2024
Q1
$44K Sell
2023
Q4
$68K Sell
2023
Q3
$136K Buy
2023
Q2
$20K Buy
2023
Q1
$21K Sell
2022
Q4
$27K Sell
2022
Q3
$34K Sell
2022
Q2
$179K Buy
2022
Q1
$207K Buy
2021
Q4
$92K Buy