Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2025
Q1
$259K Sell
2024
Q4
$615K Sell
2024
Q3
$584K Buy
2024
Q2
$437K Buy
2024
Q1
$320K Sell
2023
Q4
$334K Buy
2023
Q3
Sell
2023
Q2
$295K Buy
2023
Q1
$286K Sell
2022
Q4
$385K Buy
2022
Q3
$269K Buy
2022
Q2
$203K Sell
2022
Q1
$313K Buy
2021
Q4
$316K Buy
2021
Q3
$219K Buy