Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$197K Buy
2025
Q2
$160K Buy
2025
Q1
$87K Buy
2024
Q4
$46K Sell
2024
Q3
$62K Sell
2024
Q2
$57K Sell
2024
Q1
$60K Sell
2023
Q4
$120K Sell
2023
Q3
$133K Buy
2023
Q2
$116K Buy
2023
Q1
$88K Buy
2022
Q4
$95K Buy
2022
Q3
$70K Sell
2022
Q2
$114K Sell
2022
Q1
$165K Buy
2021
Q4
$93K Buy