Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Buy
2025
Q2
$246K Buy
2025
Q1
$161K Sell
2024
Q4
$192K Sell
2024
Q3
$240K Buy
2024
Q2
$236K Sell
2024
Q1
$274K Buy
2023
Q4
$193K Sell
2023
Q3
$159K Sell
2023
Q2
$144K Sell
2023
Q1
$141K Sell
2022
Q4
$138K Sell
2022
Q3
$172K Buy
2022
Q2
$161K Sell
2022
Q1
$245K Buy
2021
Q4
$291K Buy