Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$103K Sell
2025
Q2
$98.7K Buy
2025
Q1
$75.8K Sell
2024
Q4
$102K Buy
2024
Q3
$66K Buy
2024
Q2
$54K Buy
2024
Q1
$55.2K Buy
2023
Q4
$38.3K Buy
2023
Q3
$30.7K Sell
2023
Q2
$54.1K Buy
2023
Q1
$26.2K Buy
2022
Q4
$16.1K Buy
2022
Q3
$7K Buy
2022
Q2
$4K Sell
2022
Q1
$9K Buy
2021
Q4
$2K Buy
2021
Q3
$2K Buy
2021
Q2
$1K Buy