Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$257K Buy
2025
Q1
$237K Sell
2024
Q4
$224K Sell
2024
Q3
$267K Sell
2024
Q2
$238K Sell
2024
Q1
$246K Buy
2023
Q3
Sell
2023
Q2
$212K Sell
2023
Q1
$244K Buy
2022
Q4
$242K Buy