Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Sell
2025
Q2
$214K Sell
2025
Q1
$222K Buy
2024
Q4
$167K Buy
2024
Q3
$185K Buy
2024
Q2
$155K Hold
2024
Q1
$164K Hold
2023
Q4
$145K Sell
2023
Q3
$144K Buy
2023
Q2
$135K Buy
2023
Q1
Sell
2022
Q4
$101K Buy