Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$206K Sell
2025
Q1
$221K Buy
2024
Q4
$228K Sell
2024
Q3
$278K Sell
2024
Q2
$280K Buy
2024
Q1
$283K Sell
2023
Q4
$284K Buy
2023
Q3
$280K Sell
2023
Q2
$331K Buy
2023
Q1
$319K Buy
2022
Q4
$308K Buy
2022
Q3
$279K Buy
2022
Q2
$221K Sell
2022
Q1
$301K Buy
2021
Q4
$291K Buy