Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Sell
2025
Q2
$356K Buy
2025
Q1
$203K Buy
2024
Q4
$173K Sell
2024
Q3
$205K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q3
$168K Sell
2022
Q2
$171K Buy
2022
Q1
$198K Sell
2021
Q4
$216K Buy
2021
Q3
$195K Buy