Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Sell
2025
Q2
$127K Sell
2025
Q1
$134K Sell
2024
Q4
$132K Sell
2024
Q3
$173K Sell
2024
Q2
$169K Sell
2024
Q1
$184K Sell
2023
Q4
$216K Sell
2023
Q3
$257K Buy
2023
Q2
$253K Sell
2023
Q1
$294K Buy