Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$194K Sell
2025
Q1
$200K Sell
2024
Q4
$218K Buy
2024
Q3
$201K Sell
2024
Q2
$261K Buy
2024
Q1
$253K Sell
2023
Q4
$278K Buy
2023
Q3
$216K Sell
2023
Q2
$257K Buy
2023
Q1
$43K Sell
2022
Q4
$192K Buy
2022
Q3
$138K Buy
2022
Q2
$68K Sell
2022
Q1
$75K Sell
2021
Q4
$122K Buy