Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2025
Q2
$237K Sell
2025
Q1
$253K Sell
2024
Q4
$238K Buy
2024
Q3
$238K Buy
2024
Q2
$180K Sell
2024
Q1
$174K Sell
2023
Q4
$388K Buy
2023
Q3
$295K Buy
2023
Q2
$257K Buy
2023
Q1
$221K Sell
2022
Q4
$308K Sell
2022
Q3
$254K Sell
2022
Q2
$299K Sell
2022
Q1
$336K Buy