Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Buy
2025
Q2
$265K Sell
2025
Q1
$247K Sell
2024
Q4
$240K Buy
2024
Q3
$164K Buy
2024
Q2
$135K Sell
2024
Q1
$171K Buy
2023
Q4
$124K Sell
2023
Q3
$153K Buy
2023
Q2
$110K Sell
2023
Q1
$273K Buy
2022
Q4
$202K Buy
2022
Q3
$148K Buy
2022
Q2
$53K Buy
2022
Q1
$38K Buy
2021
Q4
$9K Buy