Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$201K Buy
2025
Q1
Sell
2024
Q4
$179K Sell
2024
Q3
$189K Sell
2024
Q2
$184K Sell
2024
Q1
$193K Sell
2023
Q4
$201K Buy
2023
Q3
$191K Buy
2023
Q2
$164K Buy
2023
Q1
$133K Sell
2022
Q4
$170K Sell
2022
Q3
$156K Sell
2022
Q2
$167K Buy
2022
Q1
$152K Buy