Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$175K Buy
2025
Q2
$155K Sell
2025
Q1
$258K Buy
2024
Q4
$218K Buy
2024
Q3
$195K Buy
2024
Q2
$181K Buy
2024
Q1
$135K Buy
2023
Q4
$136K Buy
2023
Q3
$123K Buy
2023
Q2
$76K Sell
2023
Q1
$331K Buy
2022
Q4
$191K Buy
2022
Q3
$88K Sell
2022
Q2
$272K Buy