Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
Sell
2025
Q1
$469K Buy
2024
Q4
$651K Sell
2024
Q3
$922K Buy
2024
Q2
$697K Buy
2024
Q1
$617K Sell
2023
Q4
$873K Sell
2023
Q3
$892K Buy
2023
Q2
$920K Buy
2023
Q1
$491K Buy
2022
Q4
$254K Sell
2022
Q3
$563K Buy
2022
Q2
$368K Buy
2022
Q1
$406K Sell
2021
Q4
$423K Buy
2021
Q3
$243K Buy