Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2025
Q1
Sell
2024
Q4
$298K Sell
2024
Q3
$501K Sell
2024
Q2
$491K Buy
2024
Q1
$533K Buy
2023
Q4
$346K Buy
2023
Q3
$302K Buy
2023
Q2
$247K Hold
2023
Q1
$225K Sell
2022
Q4
$319K Buy
2022
Q3
$244K Buy