Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Sell
2025
Q2
$254K Sell
2025
Q1
$258K Sell
2024
Q4
$269K Buy
2024
Q3
$140K Sell
2024
Q2
$107K Sell
2024
Q1
$112K Hold
2023
Q4
$115K Sell
2023
Q3
$185K Sell
2023
Q2
$218K Buy
2023
Q1
$228K Buy
2022
Q4
$214K Sell
2022
Q3
$279K Buy