Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70K Sell
2025
Q2
$72K Buy
2025
Q1
$81K Buy
2024
Q4
$74K Buy
2024
Q3
$80K Sell
2024
Q2
$78K Buy
2024
Q1
$82K Sell
2023
Q4
$80K Sell
2023
Q3
$87K Sell
2023
Q2
$96K Sell
2023
Q1
$103K Buy
2022
Q4
$87K Buy
2022
Q3
$75K Sell
2022
Q2
$190K Sell
2022
Q1
$227K Buy
2021
Q4
$150K Buy