Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$158K Buy
2025
Q1
$114K Sell
2024
Q4
$233K Sell
2024
Q3
$874K Buy
2024
Q2
$352K Buy
2024
Q1
$177K Buy
2023
Q2
Sell
2023
Q1
$200K Buy
2021
Q1
Sell
2020
Q4
$1.59M Buy