Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$59K Sell
2025
Q2
$101K Hold
2025
Q1
$95K Hold
2024
Q4
$92K Sell
2024
Q3
$96K Sell
2024
Q2
$106K Buy
2024
Q1
$99K Sell
2023
Q4
$106K Buy
2023
Q3
$72K Sell
2023
Q2
$84K Sell
2023
Q1
$110K Buy
2022
Q4
$94K Sell
2022
Q3
$110K Buy
2022
Q2
$102K Buy
2022
Q1
$117K Buy
2021
Q4
$83K Buy