Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Sell
2025
Q2
$119K Sell
2025
Q1
$145K Buy
2024
Q4
$124K Sell
2024
Q3
$127K Sell
2024
Q2
$126K Sell
2024
Q1
$156K Sell
2023
Q4
$241K Buy
2023
Q3
$154K Buy
2023
Q2
$154K Buy
2023
Q1
$101K Sell
2022
Q4
$313K Sell
2022
Q3
$299K Sell
2022
Q2
$293K Buy
2022
Q1
$178K Buy