Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$193K Buy
2025
Q2
Sell
2025
Q1
$155K Sell
2024
Q4
$162K Buy
2024
Q3
$171K Buy
2024
Q2
$124K Buy
2024
Q1
$104K Buy
2023
Q3
Sell
2023
Q2
$311K Buy
2023
Q1
$240K Sell
2022
Q4
$263K Sell
2022
Q3
$339K Sell
2022
Q2
$339K Buy