Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Sell
2025
Q2
$145K Sell
2025
Q1
$95K Sell
2024
Q4
$124K Buy
2024
Q3
$75K Sell
2024
Q2
$68K Buy
2024
Q1
$66K Buy
2023
Q4
$15K Buy
2023
Q3
$9K Sell
2023
Q2
$13K Sell
2023
Q1
$15K Buy
2022
Q4
$7K Sell
2022
Q3
$13K Buy
2022
Q2
$5K Sell
2022
Q1
$9K Buy
2021
Q4
$20K Buy