Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$209K Buy
2025
Q1
$207K Sell
2024
Q4
$188K Sell
2024
Q3
$175K Sell
2024
Q2
$181K Sell
2024
Q1
$255K Sell
2023
Q4
$475K Sell
2023
Q3
$530K Sell
2023
Q2
$582K Sell
2023
Q1
$605K Sell
2022
Q4
$512K Buy