Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84K Sell
2025
Q2
$82K Sell
2025
Q1
$82K Sell
2024
Q4
$122K Buy
2024
Q3
$91K Buy
2024
Q2
$77K Buy
2024
Q1
$62K Sell
2023
Q4
$78K Buy
2023
Q3
$31K Sell
2023
Q2
$49K Buy
2023
Q1
$25K Sell
2022
Q4
$38K Sell
2022
Q3
$51K Sell
2022
Q2
$88K Buy
2022
Q1
$88K Buy
2021
Q4
$45K Buy