Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Buy
2024
Q4
Sell
2024
Q3
$207K Sell
2024
Q2
$307K Buy
2024
Q1
$393K Sell
2023
Q4
$547K Buy
2023
Q3
$315K Buy
2023
Q2
$280K Sell
2023
Q1
$356K Sell
2022
Q4
$302K Buy
2022
Q3
$270K Sell
2022
Q2
$406K Sell
2022
Q1
$647K Buy
2021
Q4
$509K Buy