Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Buy
2025
Q2
Sell
2025
Q1
$209K Sell
2024
Q4
$353K Sell
2024
Q3
$278K Sell
2024
Q2
$349K Sell
2024
Q1
$407K Sell
2023
Q4
$518K Sell
2023
Q3
$483K Buy
2023
Q2
$620K Sell
2023
Q1
$596K Sell
2022
Q4
$288K Buy
2022
Q3
$234K Sell
2022
Q2
$385K Buy
2022
Q1
$367K Buy
2021
Q4
$259K Buy