Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$91.6K Buy
2025
Q2
$100K Sell
2025
Q1
$124K Sell
2024
Q4
$161K Sell
2024
Q3
$206K Sell
2024
Q2
$200K Sell
2024
Q1
$259K Sell
2023
Q4
$209K Buy
2023
Q3
Sell
2023
Q2
$232K Buy
2023
Q1
$291K Sell
2022
Q4
$332K Buy
2022
Q3
$370K Buy
2022
Q2
$269K Buy
2022
Q1
$219K Sell
2021
Q4
$257K Sell
2021
Q3
$254K Sell
2021
Q2
$269K Buy
2021
Q1
$218K Buy