Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Sell
2025
Q2
$142K Sell
2025
Q1
$104K Buy
2024
Q4
$137K Sell
2024
Q3
$138K Sell
2024
Q2
$174K Buy
2024
Q1
$55K Buy
2023
Q4
$64K Buy
2023
Q3
$25K Sell
2023
Q2
$48K Sell
2023
Q1
$41K Buy