Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77K Sell
2025
Q2
$105K Buy
2025
Q1
$79K Sell
2024
Q4
$90K Buy
2024
Q3
$14K Buy
2024
Q2
$12K Sell
2024
Q1
$14K Buy
2023
Q4
$11K Sell
2023
Q3
$12K Sell
2023
Q2
$12K Sell
2023
Q1
$12K Buy
2022
Q4
$11K Sell
2022
Q3
$13K Sell
2022
Q2
$33K Buy
2022
Q1
$16K Buy
2021
Q4
$15K Buy