Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Sell
2025
Q2
$145K Buy
2025
Q1
$124K Buy
2024
Q4
$161K Buy
2024
Q3
$138K Sell
2024
Q2
$123K Sell
2024
Q1
$157K Sell
2023
Q4
$144K Sell
2023
Q3
$160K Buy
2023
Q2
$182K Sell
2023
Q1
$362K Sell
2022
Q4
$347K Buy