Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$111K Sell
2025
Q2
$112K Sell
2025
Q1
$166K Sell
2024
Q4
$153K Buy
2024
Q3
$142K Buy
2024
Q2
$120K Sell
2024
Q1
$140K Buy
2023
Q4
$129K Sell
2023
Q3
$173K Sell
2023
Q2
$280K Sell
2023
Q1
$266K Buy
2022
Q4
$89K Buy
2022
Q3
$27K Sell
2022
Q2
$293K Buy
2022
Q1
$334K Sell
2021
Q4
$477K Buy
2021
Q3
$430K Buy
2021
Q2
$131K Sell
2021
Q1
$145K Buy