Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$97K Buy
2025
Q2
$110K Buy
2024
Q4
Sell
2024
Q3
$94.9K Buy
2023
Q3
Sell
2023
Q2
$105K Buy
2023
Q1
$108K Buy
2022
Q4
Sell
2022
Q3
$32K Sell
2022
Q2
$55K Buy
2022
Q1
$86K Buy
2021
Q4
$137K Sell
2021
Q3
$161K Sell
2021
Q2
$177K Buy