Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Hold
2025
Q2
$319K Buy
2025
Q1
Sell
2024
Q4
$218K Hold
2024
Q3
$223K Buy
2023
Q1
Sell
2022
Q4
$668K Sell
2022
Q3
$1.03M Buy
2022
Q2
$1.07M Buy
2022
Q1
$1.17M Sell
2021
Q4
$1.34M Buy