Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$254K Sell
2025
Q1
$260K Sell
2024
Q4
$254K Buy
2024
Q3
$222K Sell
2024
Q2
$259K Sell
2024
Q1
$242K Sell
2023
Q4
$298K Sell
2023
Q3
$364K Sell
2023
Q2
$399K Buy
2023
Q1
$345K Buy