Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2025
Q2
$242K Buy
2025
Q1
$184K Sell
2024
Q4
$180K Sell
2024
Q3
$174K Sell
2024
Q2
$192K Sell
2024
Q1
$192K Sell
2023
Q4
$427K Buy
2023
Q3
$326K Buy
2023
Q2
$149K Buy
2023
Q1
$112K Buy
2022
Q4
$55K Sell
2022
Q3
$74K Sell
2022
Q2
$103K Sell
2022
Q1
$150K Sell
2021
Q4
$208K Buy