Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$143K Sell
2025
Q2
$122K Buy
2025
Q1
Sell
2024
Q4
$2.93K Sell
2024
Q3
$2.63K Sell
2024
Q2
$6.2K Sell
2024
Q1
$20K Sell
2023
Q4
$30K Sell
2023
Q3
$27.2K Sell
2023
Q2
$25.6K Buy
2023
Q1
$16.3K Sell
2022
Q4
$15.9K Buy
2022
Q3
$15K Buy
2022
Q2
$9K Buy