Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Sell
2025
Q2
$224K Buy
2025
Q1
$220K Buy
2024
Q4
$211K Buy
2024
Q3
$214K Buy
2024
Q2
Sell
2024
Q1
$241K Buy
2023
Q4
$216K Buy
2022
Q4
$259K Buy
2022
Q3
$239K Buy
2022
Q2
$281K Buy
2022
Q1
$258K Sell
2021
Q4
$263K Buy