Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Sell
2025
Q2
$208K Buy
2025
Q1
$166K Sell
2024
Q4
$211K Buy
2024
Q3
$148K Sell
2024
Q2
$228K Sell
2024
Q1
$229K Buy
2023
Q4
$133K Buy
2023
Q3
$55K Sell
2023
Q2
$90K Sell
2023
Q1
$169K Sell
2022
Q4
$132K Buy
2022
Q3
$45K Sell
2022
Q2
$136K Sell
2022
Q1
$147K Buy
2021
Q4
$93K Buy