Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40K Sell
2025
Q2
$78K Sell
2025
Q1
$92K Buy
2024
Q4
$84K Sell
2024
Q3
$115K Buy
2024
Q2
$86K Sell
2024
Q1
$109K Buy
2023
Q4
$94K Buy
2023
Q3
$81K Sell
2023
Q2
$122K Buy
2023
Q1
$84K Buy
2022
Q4
$86K Sell
2022
Q3
$78K Sell
2022
Q2
$124K Buy
2022
Q1
$86K Buy
2021
Q4
$57K Buy