Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Buy
2025
Q2
$111K Sell
2025
Q1
$133K Buy
2024
Q4
$72K Sell
2024
Q3
$189K Buy
2024
Q2
$110K Buy
2024
Q1
$119K Sell
2023
Q4
$120K Buy
2023
Q3
$95K Buy
2023
Q2
$100K Sell
2023
Q1
$135K Sell
2022
Q4
$142K Sell
2022
Q3
$139K Buy
2022
Q2
$134K Sell
2022
Q1
$147K Buy
2021
Q4
$70K Buy