Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$327K Buy
2024
Q4
Sell
2024
Q3
$146K Sell
2024
Q2
$193K Sell
2024
Q1
$258K Buy
2023
Q4
Sell
2023
Q3
$278K Buy
2023
Q2
$250K Buy
2022
Q3
Sell
2022
Q2
$34K Sell
2022
Q1
$244K Sell
2021
Q4
$387K Sell
2021
Q3
$475K Buy
2021
Q2
$447K Buy
2021
Q1
$262K Buy