Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Sell
2025
Q2
$111K Buy
2025
Q1
$114K Sell
2024
Q4
$102K Buy
2024
Q3
$110K Sell
2024
Q2
$106K Buy
2024
Q1
$107K Buy
2023
Q4
$94K Sell
2023
Q3
$88K Buy
2023
Q2
$92K Buy
2023
Q1
$84K Sell
2022
Q4
$92K Sell
2022
Q3
$91K Sell
2022
Q2
$210K Sell
2022
Q1
$217K Buy
2021
Q4
$202K Buy