Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99K Sell
2025
Q2
$138K Sell
2025
Q1
$122K Sell
2024
Q4
$162K Sell
2024
Q3
$177K Sell
2024
Q2
$403K Buy
2024
Q1
$179K Buy
2023
Q4
$121K Sell
2023
Q3
$111K Sell
2023
Q2
$127K Sell
2023
Q1
$121K Buy
2022
Q4
$96K Buy
2022
Q3
$85K Buy
2022
Q2
$64K Sell
2022
Q1
$90K Buy
2021
Q4
$84K Buy