Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$28K Sell
2025
Q2
$52K Sell
2025
Q1
$104K Sell
2024
Q4
$118K Sell
2024
Q3
$153K Buy
2024
Q2
$79K Buy
2024
Q1
$36K Sell
2023
Q4
$92K Sell
2023
Q3
$98K Sell
2023
Q2
$160K Sell
2023
Q1
$185K Sell
2022
Q4
$162K Sell
2022
Q3
$163K Buy
2022
Q2
$97K Sell
2022
Q1
$273K Buy
2021
Q4
$142K Buy