Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$378K Buy
2025
Q1
$251K Sell
2024
Q4
$386K Sell
2024
Q3
$402K Buy
2024
Q2
$341K Buy
2024
Q1
$248K Sell
2023
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$215K Buy
2021
Q4
Sell
2021
Q3
$229K Buy