Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Buy
2024
Q4
Sell
2024
Q3
$214K Buy
2024
Q2
$282K Sell
2024
Q1
$438K Buy
2023
Q4
$436K Sell
2023
Q3
$371K Buy
2023
Q2
$346K Sell
2023
Q1
$346K Buy
2022
Q4
$270K Sell
2022
Q3
$347K Buy
2022
Q2
$494K Buy
2022
Q1
$624K Buy
2021
Q4
$635K Hold
2021
Q3
$657K Sell
2021
Q2
$695K Hold
2021
Q1
$793K Buy