Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Sell
2025
Q2
$133K Buy
2025
Q1
$127K Sell
2024
Q4
$157K Sell
2024
Q3
$199K Sell
2024
Q2
$237K Sell
2024
Q1
$228K Hold
2023
Q4
$223K Buy
2023
Q3
$126K Buy
2023
Q2
$116K Sell
2023
Q1
$115K Buy
2022
Q4
$109K Buy