Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$415K Sell
2025
Q1
$399K Sell
2024
Q4
$360K Sell
2024
Q3
$526K Sell
2024
Q2
$493K Buy
2024
Q1
$334K Buy
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2023
Q1
$207K Sell
2022
Q4
$203K Buy