Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$108K Sell
2025
Q2
$135K Sell
2025
Q1
$173K Sell
2024
Q4
$171K Sell
2024
Q3
$229K Sell
2024
Q2
$198K Sell
2024
Q1
$217K Sell
2023
Q4
$235K Sell
2023
Q3
$274K Buy
2023
Q1
$382K Sell
2022
Q4
$434K Buy