Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Sell
2025
Q2
$247K Sell
2025
Q1
$241K Sell
2024
Q4
$235K Buy
2023
Q1
Sell
2022
Q4
$265K Sell
2022
Q3
$287K Buy
2022
Q2
$215K Sell
2022
Q1
$282K Buy
2021
Q4
$246K Sell
2021
Q3
$311K Buy