Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$57K Buy
2025
Q2
$35K Sell
2025
Q1
$33K Buy
2024
Q4
$35K Sell
2024
Q3
$38K Sell
2024
Q2
$46K Sell
2024
Q1
$76K Sell
2023
Q4
$65K Buy
2023
Q3
$56K Sell
2023
Q2
$94K Sell
2023
Q1
$124K Buy
2022
Q4
$94K Sell
2022
Q3
$112K Sell
2022
Q2
$139K Buy
2022
Q1
$161K Buy
2021
Q4
$92K Buy