Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12K Sell
2025
Q2
$11K Sell
2025
Q1
$43K Buy
2024
Q4
$50K Buy
2024
Q3
$49K Sell
2024
Q2
$91K Buy
2024
Q1
$31K Buy
2023
Q4
$15K Sell
2023
Q3
$28K Sell
2023
Q2
$47K Sell
2023
Q1
$65K Sell
2022
Q4
$129K Buy
2022
Q3
$63K Buy
2022
Q2
$0 Sell
2022
Q1
$9K Buy
2021
Q4
$1K Buy