Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$144K Buy
2025
Q2
$138K Sell
2025
Q1
$145K Sell
2024
Q4
$197K Sell
2024
Q3
$203K Buy
2024
Q2
$132K Sell
2024
Q1
$185K Buy
2023
Q4
$121K Buy
2023
Q3
$62K Buy
2023
Q2
$36K Buy
2023
Q1
$37K Sell
2022
Q4
$145K Sell
2022
Q3
$190K Sell
2022
Q2
$255K Buy
2022
Q1
$154K Buy
2021
Q4
$107K Buy