Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Buy
2025
Q2
$330K Buy
2025
Q1
Sell
2024
Q4
$318K Sell
2024
Q3
$276K Sell
2024
Q2
$276K Sell
2024
Q1
$352K Sell
2023
Q4
$388K Sell
2023
Q3
$552K Sell
2023
Q2
$510K Sell
2023
Q1
$493K Sell
2022
Q4
$867K Buy
2022
Q3
$534K Sell
2022
Q2
$493K Sell
2022
Q1
$620K Buy
2021
Q4
$446K Buy