Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Buy
2025
Q2
$371K Sell
2025
Q1
$410K Buy
2024
Q4
$78.3K Buy
2024
Q3
$67K Sell
2024
Q2
$295K Buy
2024
Q1
$242K Buy
2023
Q4
Sell
2023
Q3
$182K Buy
2023
Q2
$172K Buy