Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Sell
2025
Q2
$282K Sell
2025
Q1
$332K Sell
2024
Q4
$306K Buy
2024
Q3
$215K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2023
Q1
$240K Buy
2022
Q4
$230K Buy
2022
Q2
Sell
2022
Q1
$266K Buy