Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1K Sell
2025
Q2
$101K Buy
2025
Q1
$5K Sell
2024
Q4
$184K Buy
2024
Q3
$143K Buy
2024
Q2
$49K Sell
2024
Q1
$56K Buy
2023
Q4
$35K Sell
2023
Q3
$32K Buy
2023
Q2
$1K Sell
2023
Q1
$1K Sell
2022
Q4
$1K Buy
2022
Q3
$1K Sell
2022
Q2
$3K Sell
2022
Q1
$6K Sell
2021
Q4
$9K Buy