Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Sell
2025
Q2
$284K Buy
2025
Q1
$159K Sell
2024
Q4
$143K Sell
2024
Q3
$209K Sell
2024
Q2
$235K Buy
2024
Q1
$139K Sell
2023
Q4
$173K Buy
2023
Q3
$148K Buy
2023
Q2
$157K Sell
2023
Q1
$148K Sell
2022
Q4
$227K Sell
2022
Q3
$212K Sell
2022
Q2
$262K Sell
2022
Q1
$291K Buy
2021
Q4
$204K Buy