Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Buy
2025
Q2
Sell
2025
Q1
$224K Buy
2024
Q4
Sell
2024
Q3
$205K Sell
2024
Q2
$240K Buy
2024
Q1
$232K Buy
2023
Q4
$216K Sell
2023
Q3
$243K Sell
2023
Q2
$222K Hold
2023
Q1
$239K Buy
2022
Q4
$211K Buy
2022
Q3
Sell
2022
Q2
$207K Buy