Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$100K Buy
2025
Q2
$105K Sell
2025
Q1
$111K Sell
2024
Q4
$165K Sell
2024
Q3
$187K Sell
2024
Q2
$166K Buy
2024
Q1
$126K Buy
2023
Q4
$32K Buy
2023
Q3
$15K Sell
2023
Q2
$57K Buy
2023
Q1
$36K Sell
2022
Q4
$56K Buy
2022
Q3
$1K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy