Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Sell
2025
Q2
$128K Sell
2025
Q1
$143K Buy
2024
Q4
$150K Hold
2024
Q3
$138K Sell
2024
Q2
$165K Sell
2024
Q1
$207K Sell
2023
Q4
$163K Sell
2023
Q3
$171K Buy
2023
Q2
$142K Hold
2023
Q1
$126K Buy
2022
Q4
$77K Sell
2022
Q3
$99K Sell
2022
Q2
$125K Sell
2022
Q1
$205K Buy
2021
Q4
$209K Buy