Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$131K Buy
2025
Q2
$113K Sell
2025
Q1
$133K Buy
2024
Q4
$125K Sell
2024
Q3
$143K Buy
2024
Q2
$104K Buy
2024
Q1
$99K Buy
2023
Q4
$21K Sell
2023
Q3
$20K Buy
2023
Q2
$18K Sell
2023
Q1
$49K Sell
2022
Q4
$43K Buy
2022
Q3
$36K Buy
2022
Q2
$18K Hold
2022
Q1
$21K Buy
2021
Q4
$15K Buy