Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Sell
2025
Q2
$197K Sell
2025
Q1
$207K Sell
2024
Q4
$178K Sell
2024
Q3
$212K Sell
2024
Q2
$189K Sell
2024
Q1
$187K Buy
2023
Q3
Sell
2023
Q2
$60.9K Sell
2023
Q1
$97.7K Buy