Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63K Buy
2025
Q2
$29K Sell
2025
Q1
$108K Buy
2024
Q4
$18K Sell
2024
Q3
$112K Buy
2024
Q2
$81K Sell
2024
Q1
$93K Buy
2023
Q4
$20K Buy
2023
Q3
$18K Sell
2023
Q2
$28K Buy
2023
Q1
$21K Buy
2022
Q4
$19K Sell
2022
Q3
$19K Sell
2022
Q2
$128K Sell
2022
Q1
$141K Buy
2021
Q4
$79K Buy