Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Buy
2025
Q2
$260K Sell
2025
Q1
$255K Sell
2024
Q4
$263K Buy
2024
Q3
$220K Buy
2024
Q2
$180K Buy
2024
Q1
$154K Buy
2023
Q4
$131K Sell
2023
Q3
$135K Sell
2023
Q2
$142K Buy
2023
Q1
$125K Sell
2022
Q4
$125K Sell
2022
Q3
$125K Sell
2022
Q2
$126K Sell
2022
Q1
$173K Buy
2021
Q4
$128K Buy