Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$251K Sell
2025
Q2
$227K Buy
2025
Q1
$229K Buy
2024
Q4
$85K Buy
2024
Q3
$76.1K Sell
2024
Q2
$339K Buy
2024
Q1
$180K Sell
2023
Q4
$226K Sell
2023
Q3
$243K Sell
2023
Q2
$332K Buy
2023
Q1
$208K Sell
2022
Q4
$216K Buy