Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2025
Q2
$213K Sell
2025
Q1
$223K Sell
2024
Q4
$261K Sell
2024
Q3
$424K Buy
2024
Q2
$403K Sell
2024
Q1
$372K Sell
2023
Q4
$486K Sell
2023
Q3
$464K Sell
2023
Q2
$494K Sell
2023
Q1
$393K Sell
2022
Q4
$364K Buy