Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$67.3K Sell
2025
Q2
$81.1K Sell
2025
Q1
$85.9K Sell
2024
Q4
$134K Sell
2024
Q3
$272K Buy
2024
Q2
$216K Sell
2024
Q1
$272K Sell
2023
Q4
$294K Sell
2023
Q3
$356K Buy
2023
Q2
$333K Buy