Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Sell
2025
Q2
$181K Sell
2025
Q1
$239K Buy
2024
Q4
$199K Sell
2024
Q3
$212K Sell
2024
Q2
$240K Sell
2024
Q1
$224K Sell
2023
Q4
$226K Sell
2023
Q3
$229K Sell
2023
Q2
$259K Buy
2023
Q1
$243K Sell
2022
Q4
$263K Sell
2022
Q3
$244K Sell
2022
Q2
$287K Sell
2022
Q1
$324K Buy