Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Buy
2025
Q2
$269K Buy
2025
Q1
$204K Buy
2024
Q4
$195K Buy
2024
Q3
$166K Sell
2024
Q2
$195K Sell
2024
Q1
$211K Sell
2023
Q4
$224K Sell
2023
Q3
$387K Sell
2023
Q2
$351K Buy
2023
Q1
$194K Buy
2022
Q4
$162K Buy