Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$112K Sell
2025
Q1
$210K Sell
2024
Q4
$237K Sell
2024
Q3
$276K Sell
2024
Q2
$357K Buy
2024
Q1
$375K Sell
2023
Q4
$346K Sell
2023
Q3
$425K Sell
2023
Q2
$558K Buy
2023
Q1
$463K Buy
2022
Q4
$417K Sell
2022
Q3
$458K Buy
2022
Q2
$450K Sell
2022
Q1
$728K Buy