Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$158K Sell
2025
Q2
$188K Buy
2025
Q1
$129K Buy
2024
Q4
$101K Buy
2024
Q3
$78.2K Buy
2024
Q2
$64.1K Sell
2024
Q1
$59.4K Sell
2023
Q4
$66.2K Buy
2023
Q3
$67.8K Buy
2023
Q2
$53.5K Buy
2023
Q1
$44.1K Buy
2022
Q4
$45.6K Buy