Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$263K Buy
2025
Q1
$202K Sell
2024
Q4
$241K Buy
2024
Q2
Sell
2024
Q1
$346K Buy
2023
Q4
$293K Sell
2023
Q3
$315K Buy
2023
Q2
$341K Sell
2023
Q1
$299K Sell
2022
Q4
$305K Buy
2022
Q2
Sell
2022
Q1
$236K Buy