Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$256K Sell
2025
Q1
$253K Sell
2024
Q4
$271K Buy
2023
Q2
Sell
2023
Q1
$218K Buy
2022
Q2
Sell
2022
Q1
$203K Buy
2021
Q3
Sell
2021
Q2
$206K Sell
2021
Q1
$202K Buy