Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$202K Buy
2025
Q1
$125K Sell
2024
Q4
$216K Sell
2024
Q3
$224K Buy
2024
Q2
$70K Sell
2024
Q1
$213K Sell
2023
Q4
$405K Buy
2023
Q3
$89K Buy
2023
Q2
$43K Sell
2023
Q1
$71K Buy
2022
Q4
$29K Buy
2022
Q3
$9K Sell
2022
Q2
$228K Buy
2022
Q1
$270K Buy