Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Buy
2025
Q2
$354K Sell
2025
Q1
$459K Sell
2024
Q4
$564K Buy
2024
Q3
$394K Buy
2024
Q1
Sell
2023
Q4
$231K Buy
2023
Q1
Sell
2022
Q4
$484K Buy
2021
Q3
Sell
2021
Q2
$494K Buy