Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Buy
2025
Q2
Sell
2025
Q1
$178K Sell
2024
Q4
$328K Buy
2024
Q3
$132K Buy
2024
Q2
Sell
2024
Q1
$324K Buy
2023
Q4
$10.5K Sell
2023
Q3
$555K Buy
2023
Q2
Sell
2023
Q1
$308K Buy
2022
Q4
Sell
2022
Q3
$1.3M Buy
2021
Q4
Sell
2021
Q3
$163K Sell
2021
Q2
$330K Buy