Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Buy
2025
Q2
Sell
2025
Q1
$203K Sell
2024
Q4
$314K Buy
2024
Q3
$309K Buy
2024
Q2
$202K Sell
2024
Q1
$216K Sell
2023
Q4
$228K Sell
2023
Q3
$286K Sell
2023
Q2
$330K Sell
2023
Q1
$533K Buy