Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$235K Buy
2025
Q1
Sell
2024
Q4
$269K Sell
2024
Q3
$257K Sell
2024
Q2
$393K Buy
2024
Q1
$258K Sell
2023
Q4
$262K Buy
2023
Q3
$221K Sell
2023
Q2
$371K Sell
2023
Q1
$265K Buy
2022
Q3
Sell
2022
Q2
$201K Buy
2022
Q1
$362K Buy
2021
Q4
$374K Buy