Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Sell
2025
Q2
$147K Buy
2025
Q1
$140K Sell
2024
Q4
$170K Sell
2024
Q3
$145K Sell
2024
Q2
$160K Sell
2024
Q1
$275K Sell
2023
Q4
$258K Sell
2023
Q3
$231K Sell
2023
Q2
$234K Buy
2023
Q1
$222K Sell
2022
Q4
$227K Buy
2022
Q3
$145K Buy
2022
Q2
$0 Sell
2022
Q1
$1K Sell
2021
Q4
$1K Buy