Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Sell
2025
Q2
$259K Buy
2025
Q1
$153K Sell
2024
Q4
$189K Sell
2024
Q3
$198K Buy
2024
Q2
$213K Sell
2024
Q1
$330K Hold
2023
Q4
$330K Sell
2023
Q3
$468K Sell
2023
Q2
$441K Sell
2023
Q1
$620K Sell
2022
Q4
$499K Buy
2022
Q3
$390K Buy