Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.75K Sell
2025
Q2
$5.07K Sell
2025
Q1
$119K Buy
2024
Q4
$120K Sell
2024
Q3
$211K Buy
2024
Q2
$120K Sell
2024
Q1
$126K Sell
2023
Q4
$129K Buy
2023
Q3
$95.5K Buy
2023
Q2
$74.5K Buy
2023
Q1
$53.5K Buy
2022
Q4
$36.5K Sell
2022
Q3
$33K Sell
2022
Q2
$53K Sell
2022
Q1
$135K Sell
2021
Q4
$158K Sell
2021
Q3
$135K Buy
2021
Q2
$96K Buy