Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$176K Buy
2025
Q2
$152K Sell
2025
Q1
$183K Sell
2024
Q4
$162K Sell
2024
Q3
$188K Buy
2024
Q2
Sell
2024
Q1
$215K Sell
2023
Q4
$203K Sell
2023
Q3
$275K Buy
2022
Q4
$234K Buy
2022
Q3
Sell
2022
Q2
$194K Buy
2022
Q1
Sell
2021
Q4
$162K Buy