Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$119K Buy
2025
Q2
$115K Sell
2025
Q1
$117K Sell
2024
Q4
$142K Sell
2024
Q3
$149K Buy
2024
Q2
$103K Buy
2024
Q1
$108K Buy
2023
Q4
$71K Sell
2023
Q3
$83K Sell
2023
Q2
$103K Sell
2023
Q1
$99K Buy
2022
Q4
$66K Sell
2022
Q3
$137K Sell
2022
Q2
$160K Sell
2022
Q1
$216K Buy
2021
Q4
$71K Buy