Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$284K Sell
2025
Q1
$219K Buy
2024
Q4
$254K Sell
2024
Q3
$298K Sell
2024
Q2
$302K Sell
2024
Q1
$491K Sell
2023
Q4
$343K Sell
2023
Q3
$306K Sell
2023
Q2
$287K Buy
2022
Q2
Sell
2022
Q1
$360K Sell
2021
Q4
$398K Sell
2021
Q3
$324K Sell
2021
Q2
$363K Sell
2021
Q1
$398K Buy