Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Sell
2025
Q2
$215K Sell
2025
Q1
$193K Sell
2024
Q4
$162K Sell
2024
Q3
$196K Sell
2024
Q2
$231K Sell
2024
Q1
$306K Sell
2023
Q4
$422K Sell
2023
Q3
$443K Sell
2023
Q2
$456K Sell
2023
Q1
$419K Buy
2022
Q4
$418K Buy