Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Buy
2025
Q2
$185K Sell
2025
Q1
$230K Sell
2024
Q4
$390K Buy
2024
Q3
$335K Sell
2024
Q2
$303K Buy
2024
Q1
$124K Buy
2023
Q4
$71K Buy
2023
Q3
$60.2K Buy
2023
Q1
Sell
2022
Q4
$96K Buy
2022
Q3
$67K Buy
2022
Q2
Sell
2022
Q1
$248K Buy