Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Sell
2025
Q2
$355K Buy
2025
Q1
$282K Sell
2024
Q4
$353K Buy
2024
Q3
$327K Buy
2024
Q2
$242K Buy
2023
Q3
Sell
2023
Q2
$13.1K Buy
2023
Q1
Sell
2022
Q4
$12.1K Buy