Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Buy
2025
Q2
$231K Buy
2025
Q1
Sell
2024
Q4
$340K Buy
2024
Q3
$219K Sell
2024
Q2
$236K Buy
2024
Q1
Sell
2023
Q4
$242K Buy
2023
Q3
$237K Buy
2023
Q1
$210K Buy
2022
Q4
Sell
2022
Q3
$221K Sell
2022
Q2
$218K Buy
2022
Q1
$311K Buy
2021
Q4
$278K Buy