Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$105K Buy
2025
Q2
$58K Sell
2025
Q1
$97K Sell
2024
Q4
$91K Buy
2024
Q3
$89K Sell
2024
Q2
$180K Buy
2024
Q1
$137K Buy
2023
Q4
$16K Sell
2023
Q3
$16K Sell
2023
Q2
$38K Sell
2023
Q1
$38K Sell
2022
Q4
$52K Buy
2022
Q3
$20K Buy
2022
Q2
$1K Sell
2022
Q1
$2K Hold
2021
Q4
$2K Buy