Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$134K Buy
2025
Q2
$127K Sell
2025
Q1
$130K Sell
2024
Q4
$175K Sell
2024
Q3
$205K Sell
2024
Q2
$218K Buy
2024
Q1
$216K Buy
2023
Q4
$20K Buy
2023
Q3
$8K Buy
2023
Q2
$9K Sell
2023
Q1
$28K Sell
2022
Q4
$62K Sell
2022
Q3
$59K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Buy
2021
Q4
$1K Buy