Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$134K Sell
2025
Q2
$174K Buy
2024
Q1
Sell
2023
Q4
$117K Buy
2023
Q3
$69.8K Sell
2023
Q2
$151K Sell
2023
Q1
$255K Buy
2022
Q4
$35.6K Buy