Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$292K Buy
2025
Q1
Sell
2024
Q4
$276K Sell
2024
Q3
$314K Buy
2024
Q2
Sell
2024
Q1
$297K Buy
2023
Q4
Sell
2023
Q3
$267K Sell
2023
Q2
$323K Buy
2022
Q1
Sell
2021
Q4
$266K Buy
2021
Q3
$264K Buy
2021
Q2
$285K Sell
2021
Q1
$235K Buy