Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$137K Sell
2025
Q2
$131K Buy
2025
Q1
$103K Buy
2024
Q4
$92K Sell
2024
Q3
$111K Sell
2024
Q2
$93K Sell
2024
Q1
$110K Sell
2023
Q4
$112K Buy
2023
Q3
$61K Sell
2023
Q2
$97K Buy
2023
Q1
$80K Buy
2022
Q4
$71K Buy
2022
Q3
$63K Buy
2022
Q2
$17K Sell
2022
Q1
$20K Sell
2021
Q4
$41K Buy