Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$79.9K Sell
2025
Q2
$76.3K Sell
2025
Q1
$137K Buy
2024
Q4
$143K Sell
2024
Q3
$126K Sell
2024
Q2
$121K Sell
2024
Q1
$138K Sell
2023
Q4
$162K Sell
2023
Q3
$177K Buy
2023
Q2
$160K Buy
2023
Q1
$63.6K Sell
2022
Q4
$64.2K Sell
2022
Q3
$103K Hold
2022
Q2
$103K Buy
2021
Q4
$112K Sell
2021
Q3
$442K Sell
2021
Q2
$703K Sell
2021
Q1
$701K Buy