Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$199K Sell
2025
Q2
$249K Sell
2025
Q1
$247K Sell
2024
Q4
$229K Sell
2024
Q3
$227K Sell
2024
Q2
$222K Sell
2024
Q1
$209K Sell
2023
Q4
$219K Sell
2023
Q3
$221K Buy
2023
Q2
$226K Sell
2023
Q1
$462K Sell
2022
Q4
$649K Buy