Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$116K Sell
2025
Q1
$136K Sell
2024
Q4
$174K Buy
2024
Q3
$171K Buy
2024
Q2
$157K Sell
2024
Q1
$154K Sell
2023
Q4
$154K Sell
2023
Q3
$136K Sell
2023
Q2
$174K Sell
2023
Q1
$158K Buy
2022
Q4
$144K Buy
2022
Q3
$147K Buy
2022
Q2
$105K Buy