Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q2
$178K Sell
2025
Q1
$181K Sell
2024
Q4
$224K Sell
2024
Q3
$294K Buy
2024
Q2
Sell
2024
Q1
$342K Sell
2023
Q4
$350K Sell
2023
Q3
$405K Sell
2023
Q2
$434K Buy
2022
Q4
$72.1K Buy