Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$224K Sell
2025
Q1
$237K Sell
2024
Q4
$250K Sell
2024
Q3
$286K Sell
2024
Q2
$232K Sell
2024
Q1
$435K Buy
2023
Q4
$343K Buy
2023
Q3
$232K Sell
2023
Q2
$259K Buy
2023
Q1
$235K Buy
2022
Q1
Sell
2021
Q4
$222K Buy