Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$415K Buy
2024
Q4
Sell
2024
Q3
$141K Sell
2024
Q2
$472K Buy
2024
Q1
$213K Buy
2023
Q4
$164K Buy
2023
Q3
Sell
2023
Q2
$204K Sell
2023
Q1
$193K Buy
2022
Q3
Sell
2022
Q2
$126K Buy