Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Sell
2025
Q2
$246K Sell
2025
Q1
$299K Sell
2024
Q4
$374K Buy
2024
Q3
$400K Sell
2024
Q2
$417K Buy
2024
Q1
$337K Sell
2023
Q4
$364K Buy
2023
Q3
$294K Sell
2023
Q2
$354K Buy
2023
Q1
$258K Sell
2022
Q4
$434K Buy