Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18K Sell
2025
Q2
$18K Sell
2025
Q1
$17K Sell
2024
Q4
$19K Buy
2024
Q3
$18K Buy
2024
Q2
$16K Sell
2024
Q1
$19K Buy
2023
Q4
$17K Buy
2023
Q3
$15K Buy
2023
Q2
$15K Sell
2023
Q1
$181K Buy
2022
Q4
$11K Sell
2022
Q3
$11K Sell
2022
Q2
$215K Buy
2022
Q1
$189K Buy
2021
Q4
$119K Buy