Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$80K Sell
2025
Q1
$79K Sell
2024
Q4
$104K Sell
2024
Q3
$112K Buy
2024
Q2
$97K Sell
2024
Q1
$116K Buy
2023
Q4
$117K Buy
2023
Q3
$23K Buy
2023
Q2
$20K Sell
2023
Q1
$70K Sell
2022
Q4
$62K Sell
2022
Q3
$86K Buy
2022
Q2
$45K Sell
2022
Q1
$55K Buy
2021
Q4
$31K Buy