Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184K Sell
2025
Q2
$159K Buy
2025
Q1
$132K Sell
2024
Q4
$177K Sell
2024
Q3
$483K Buy
2024
Q2
$208K Buy
2024
Q1
$78.4K Sell
2023
Q4
$95K Buy
2023
Q3
$91K Sell
2023
Q2
$88K Sell
2023
Q1
$133K Buy
2022
Q4
$111K Buy
2022
Q3
$79K Sell
2022
Q2
$90K Buy