Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Sell
2025
Q2
$215K Buy
2024
Q4
Sell
2024
Q3
$676K Buy
2024
Q2
$33K Sell
2024
Q1
$41K Buy
2023
Q1
Sell
2022
Q4
$54K Buy
2022
Q3
$41K Sell
2022
Q2
$50K Buy
2022
Q1
$61K Buy
2021
Q4
$45K Buy
2021
Q3
$16K Buy