Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$214K Sell
2025
Q1
$218K Buy
2024
Q2
Sell
2024
Q1
$270K Sell
2023
Q4
$265K Sell
2023
Q3
$249K Sell
2023
Q2
$329K Buy
2023
Q1
$295K Sell
2022
Q4
$296K Hold
2022
Q3
$273K Sell
2022
Q2
$379K Buy
2022
Q1
$359K Buy
2021
Q4
$298K Buy