Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8K Sell
2025
Q2
$10K Sell
2025
Q1
$105K Sell
2024
Q4
$141K Buy
2024
Q3
$75K Buy
2024
Q2
$50K Buy
2024
Q1
$60K Buy
2023
Q4
$45K Buy
2023
Q3
$47K Sell
2023
Q2
$77K Buy
2023
Q1
$12K Sell
2022
Q4
$95K Buy
2022
Q3
$63K Buy
2022
Q2
$34K Sell
2022
Q1
$38K Sell
2021
Q4
$48K Buy