Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Buy
2025
Q2
$244K Sell
2025
Q1
$269K Buy
2024
Q2
Sell
2024
Q1
$237K Buy
2023
Q4
$221K Buy
2023
Q2
Sell
2023
Q1
$224K Hold
2022
Q4
$220K Sell
2022
Q3
$242K Sell
2022
Q2
$442K Sell
2022
Q1
$2.42M Buy
2021
Q3
Sell
2021
Q2
$251K Sell
2021
Q1
$283K Buy