Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$90K Sell
2025
Q2
$121K Sell
2025
Q1
$112K Buy
2024
Q4
$105K Buy
2024
Q3
$100K Buy
2024
Q2
$83K Buy
2024
Q1
$77K Buy
2023
Q4
$59K Buy
2023
Q3
$35K Sell
2023
Q2
$60K Sell
2023
Q1
$72K Sell
2022
Q4
$80K Sell
2022
Q3
$76K Sell
2022
Q2
$174K Sell
2022
Q1
$253K Buy
2021
Q4
$154K Buy