Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Sell
2025
Q2
$335K Sell
2025
Q1
$362K Buy
2024
Q4
$225K Sell
2024
Q3
$266K Sell
2024
Q2
$319K Sell
2024
Q1
$296K Buy
2023
Q4
$257K Buy
2023
Q3
$213K Sell
2023
Q2
$350K Buy
2023
Q1
Sell
2022
Q4
$248K Buy