Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Buy
2025
Q2
$98K Sell
2025
Q1
$125K Buy
2024
Q4
$123K Sell
2024
Q3
$191K Buy
2024
Q2
$161K Sell
2024
Q1
$198K Buy
2023
Q4
$161K Buy
2023
Q3
$125K Sell
2023
Q2
$132K Sell
2023
Q1
$169K Buy
2022
Q4
$177K Buy
2022
Q3
$85K Buy
2022
Q2
$83K Buy
2022
Q1
$72K Buy
2021
Q4
$57K Buy