Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Buy
2025
Q1
Sell
2024
Q4
$337K Sell
2024
Q3
$284K Sell
2024
Q2
$301K Hold
2024
Q1
$252K Sell
2023
Q4
$496K Sell
2023
Q3
$522K Buy
2023
Q2
$481K Buy
2023
Q1
$308K Buy
2022
Q4
Sell
2022
Q3
$485K Buy
2022
Q2
$332K Buy
2022
Q1
$501K Sell
2021
Q4
$744K Buy