Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$143K Buy
2025
Q2
$148K Sell
2025
Q1
$140K Sell
2024
Q4
$186K Buy
2024
Q3
$151K Buy
2024
Q2
$140K Buy
2024
Q1
$47K Sell
2023
Q4
$164K Sell
2023
Q3
$147K Sell
2023
Q2
$148K Buy
2023
Q1
$144K Buy
2022
Q4
$89K Sell
2022
Q3
$112K Buy
2022
Q2
$13K Sell
2022
Q1
$15K Buy
2021
Q4
$8K Buy