Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2025
Q2
$167K Sell
2025
Q1
$218K Buy
2024
Q4
$263K Buy
2024
Q3
Sell
2024
Q2
$87.8K Sell
2024
Q1
$123K Sell
2023
Q4
$200K Sell
2023
Q3
$199K Buy
2022
Q3
Sell
2022
Q2
$22K Buy
2021
Q2
Sell
2021
Q1
$12K Buy