Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Buy
2025
Q2
$210K Buy
2025
Q1
Sell
2024
Q4
$239K Buy
2024
Q3
$226K Buy
2024
Q2
$204K Buy
2024
Q1
Sell
2023
Q4
$252K Sell
2023
Q3
$272K Buy
2023
Q2
$289K Buy
2023
Q1
$298K Sell
2022
Q4
$331K Sell
2022
Q3
$390K Sell
2022
Q2
$441K Sell
2022
Q1
$566K Sell
2021
Q4
$453K Buy
2021
Q1
$566K Buy