Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188K Buy
2025
Q2
$162K Sell
2025
Q1
$173K Sell
2024
Q4
$165K Sell
2024
Q3
$142K Buy
2024
Q2
$132K Buy
2024
Q1
$125K Sell
2023
Q4
$129K Buy
2023
Q3
$125K Buy
2023
Q2
$132K Buy
2023
Q1
$129K Sell
2022
Q4
$121K Buy
2022
Q3
$125K Buy
2022
Q2
$136K Buy