Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$187K Buy
2025
Q2
$158K Buy
2025
Q1
$136K Sell
2024
Q4
$182K Sell
2024
Q3
$195K Buy
2024
Q2
Sell
2024
Q1
$176K Sell
2023
Q4
$191K Buy
2023
Q3
$101K Buy
2023
Q2
$99K Sell
2023
Q1
$95K Sell
2022
Q4
$104K Buy
2022
Q3
$80K Sell
2022
Q2
$127K Sell
2022
Q1
$162K Buy
2021
Q4
$91K Buy