Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$106K Sell
2025
Q2
$141K Sell
2025
Q1
$196K Buy
2024
Q4
$205K Buy
2024
Q3
$149K Buy
2024
Q2
$146K Buy
2024
Q1
$11K Buy
2023
Q4
$8K Sell
2023
Q3
$30K Buy
2023
Q2
$15K Buy
2023
Q1
$0 Hold
2022
Q4
$0 Hold
2022
Q3
$0 Sell
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy