Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$239K Sell
2025
Q1
$236K Sell
2024
Q4
$436K Sell
2024
Q3
$404K Buy
2024
Q2
$344K Buy
2024
Q1
$265K Buy
2023
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$247K Sell
2023
Q1
$219K Sell
2022
Q4
$213K Buy
2022
Q3
Sell
2022
Q2
$221K Buy
2022
Q1
Sell
2021
Q4
$266K Buy