Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2025
Q2
$202K Sell
2025
Q1
$231K Buy
2024
Q4
$206K Buy
2024
Q2
Sell
2024
Q1
$227K Buy
2023
Q4
Sell
2023
Q3
$231K Buy
2023
Q2
Sell
2023
Q1
$213K Sell
2022
Q4
$212K Buy
2021
Q4
Sell
2021
Q3
$21K Buy