Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Sell
2025
Q2
$208K Buy
2025
Q1
$180K Sell
2024
Q4
$187K Sell
2024
Q3
$198K Sell
2024
Q2
$157K Buy
2024
Q1
$150K Sell
2023
Q4
$135K Buy
2023
Q3
$110K Buy
2023
Q2
$150K Buy
2023
Q1
$149K Buy
2022
Q4
$139K Buy
2022
Q3
$138K Buy
2022
Q2
$130K Buy
2022
Q1
$142K Sell
2021
Q4
$160K Buy