Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$135K Sell
2025
Q2
$152K Buy
2025
Q1
$142K Buy
2024
Q4
$71.4K Buy
2022
Q4
Sell
2022
Q3
$59K Sell
2022
Q2
$68K Sell
2022
Q1
$89K Sell
2021
Q4
$117K Sell
2021
Q3
$109K Buy
2021
Q2
Sell
2021
Q1
$43K Sell
2020
Q4
$58K Sell
2020
Q3
$147K Buy