Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Sell
2025
Q2
$165K Buy
2025
Q1
$88.7K Sell
2024
Q4
$168K Sell
2024
Q3
$178K Sell
2024
Q2
$252K Buy
2024
Q1
$230K Sell
2023
Q4
$351K Sell
2023
Q3
$219K Buy
2023
Q2
$350K Buy
2023
Q1
$346K Buy
2022
Q4
$173K Buy
2022
Q3
Sell
2022
Q2
$81K Buy
2019
Q4
Sell
2019
Q3
$30K Buy