Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$182K Sell
2025
Q2
$199K Sell
2025
Q1
$183K Buy
2024
Q4
$181K Sell
2024
Q3
$199K Buy
2024
Q2
$148K Buy
2024
Q1
$107K Sell
2023
Q4
$109K Buy
2023
Q3
$92K Buy
2023
Q2
$37K Sell
2023
Q1
$256K Buy
2022
Q4
$147K Buy
2022
Q3
$85K Buy
2022
Q2
$27K Buy