Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
$257K Sell
2025
Q1
$311K Buy
2024
Q4
$274K Buy
2024
Q3
$234K Sell
2024
Q2
$223K Sell
2024
Q1
$224K Sell
2023
Q4
$220K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2023
Q1
Sell
2022
Q4
$225K Sell
2022
Q3
$322K Sell
2022
Q2
$397K Sell
2022
Q1
$474K Buy
2021
Q4
$438K Buy
2021
Q3
$370K Sell
2021
Q2
$365K Buy