Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$120K Sell
2025
Q2
$118K Buy
2025
Q1
$108K Buy
2024
Q4
$102K Sell
2024
Q3
$113K Buy
2023
Q4
Sell
2023
Q3
$126K Sell
2023
Q2
$167K Buy
2023
Q1
$135K Sell
2022
Q4
$153K Buy