Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$405K Sell
2025
Q2
$403K Buy
2025
Q1
$411K Sell
2024
Q4
$445K Sell
2024
Q3
$482K Sell
2024
Q2
$606K Buy
2024
Q1
$325K Sell
2023
Q4
$377K Hold
2023
Q3
$328K Buy
2023
Q2
$321K Sell
2023
Q1
$288K Buy
2022
Q4
$259K Buy
2022
Q3
$210K Buy