Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$239K Sell
2025
Q1
$284K Buy
2024
Q4
$131K Buy
2024
Q3
$51.5K Buy
2024
Q2
$15.3K Sell
2024
Q1
$60.4K Buy
2023
Q4
$19.3K Sell
2023
Q3
$18.2K Buy
2023
Q2
$16.5K Sell
2023
Q1
$35.5K Buy