Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Buy
2024
Q4
Sell
2024
Q3
$262K Sell
2024
Q2
$290K Sell
2024
Q1
$287K Sell
2023
Q4
$283K Buy
2023
Q3
$257K Sell
2023
Q2
$276K Sell
2023
Q1
$240K Buy
2022
Q3
Sell
2022
Q2
$219K Buy
2022
Q1
$242K Sell
2021
Q4
$314K Buy
2021
Q3
$276K Buy