Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$104K Sell
2025
Q1
$131K Buy
2024
Q4
$153K Buy
2024
Q3
$201K Sell
2024
Q2
$224K Sell
2024
Q1
$252K Sell
2023
Q4
$219K Sell
2023
Q3
$193K Buy
2023
Q2
$186K Buy
2023
Q1
$134K Buy
2022
Q4
$118K Buy