Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$178K Buy
2025
Q1
$148K Sell
2024
Q4
$158K Sell
2024
Q3
$195K Sell
2024
Q2
$325K Sell
2024
Q1
$402K Sell
2023
Q4
$409K Sell
2023
Q3
$439K Sell
2023
Q2
$581K Sell
2023
Q1
$572K Sell
2022
Q4
$475K Buy