Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87K Sell
2025
Q2
$154K Buy
2025
Q1
$98K Sell
2024
Q4
$186K Buy
2024
Q3
$190K Buy
2024
Q2
$164K Buy
2024
Q1
$188K Buy
2023
Q4
$166K Sell
2023
Q3
$157K Buy
2023
Q2
$119K Buy
2023
Q1
$77K Sell
2022
Q4
$80K Sell
2022
Q3
$98K Buy
2022
Q2
$0 Sell
2022
Q1
$133K Buy
2021
Q4
$109K Buy