Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2025
Q2
$279K Sell
2025
Q1
$326K Sell
2024
Q4
$319K Sell
2024
Q3
$572K Buy
2024
Q2
$494K Buy
2024
Q1
$466K Buy
2023
Q4
$440K Sell
2023
Q3
$428K Buy
2023
Q2
$381K Buy
2023
Q1
$368K Buy
2022
Q4
$310K Buy
2022
Q3
Hold