Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$115K Sell
2025
Q2
$159K Sell
2025
Q1
$119K Buy
2024
Q4
$116K Buy
2024
Q3
$157K Buy
2024
Q2
$123K Sell
2024
Q1
$126K Sell
2023
Q4
$140K Buy
2023
Q3
$84K Buy
2023
Q2
$22K Buy
2023
Q1
$11K Buy
2022
Q4
$6K Buy
2022
Q3
$0 Sell
2022
Q2
$0 Sell
2022
Q1
$8K Buy
2021
Q4
$7K Buy