Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21K Sell
2025
Q2
$34K Buy
2025
Q1
$0 Hold
2024
Q4
$0 Hold
2024
Q3
$0 Sell
2024
Q2
$22K Sell
2024
Q1
$62K Sell
2023
Q4
$124K Buy
2023
Q3
$106K Buy
2023
Q2
$114K Sell
2023
Q1
$124K Buy
2022
Q4
$108K Sell
2022
Q3
$129K Sell
2022
Q2
$130K Buy
2022
Q1
$100K Buy
2021
Q4
$55K Buy