Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2025
Q2
$295K Sell
2025
Q1
$288K Buy
2024
Q4
$251K Sell
2024
Q3
$271K Sell
2024
Q2
$223K Sell
2024
Q1
$219K Buy
2023
Q4
$224K Sell
2023
Q3
$201K Sell
2023
Q2
$233K Sell
2023
Q1
$263K Buy
2022
Q4
$251K Buy