Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$264K Sell
2025
Q2
$340K Sell
2025
Q1
$416K Sell
2024
Q4
$382K Buy
2024
Q3
$431K Sell
2024
Q2
$397K Sell
2024
Q1
$440K Sell
2023
Q4
$400K Sell
2023
Q3
$407K Sell
2023
Q2
$424K Sell
2023
Q1
$413K Sell
2022
Q4
$381K Buy