Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$50K Buy
2025
Q2
$19K Sell
2025
Q1
$158K Buy
2024
Q4
$15K Buy
2024
Q3
$16K Buy
2024
Q2
$16K Buy
2024
Q1
$15K Sell
2023
Q4
$133K Buy
2023
Q3
$87K Buy
2023
Q2
$14K Sell
2023
Q1
$81K Buy
2022
Q4
$61K Sell
2022
Q3
$69K Sell
2022
Q2
$110K Sell
2022
Q1
$124K Buy
2021
Q4
$22K Buy