Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Buy
2025
Q2
$402K Buy
2025
Q1
$402K Sell
2024
Q4
$382K Buy
2024
Q3
$353K Sell
2024
Q2
$325K Sell
2024
Q1
$383K Sell
2023
Q4
$408K Buy
2023
Q3
$359K Buy
2023
Q2
$374K Sell
2023
Q1
$364K Sell
2022
Q4
$350K Buy
2022
Q3
$219K Buy