Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$278K Buy
2025
Q1
$196K Sell
2024
Q4
$248K Buy
2024
Q3
$257K Buy
2024
Q2
$166K Sell
2024
Q1
$256K Buy
2023
Q4
$287K Buy
2023
Q3
$179K Sell
2023
Q2
$274K Buy
2023
Q1
$210K Buy
2022
Q4
Sell
2022
Q3
$179K Buy