Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Sell
2025
Q2
$271K Buy
2025
Q1
$211K Buy
2024
Q4
$150K Sell
2024
Q3
$229K Sell
2024
Q2
$256K Sell
2024
Q1
$319K Sell
2023
Q4
$291K Sell
2023
Q3
$364K Buy
2023
Q2
$281K Sell
2023
Q1
$214K Buy
2022
Q4
$133K Buy