Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Buy
2025
Q1
Sell
2024
Q4
$308K Buy
2024
Q2
Sell
2024
Q1
$261K Sell
2023
Q4
$531K Sell
2023
Q3
$637K Sell
2023
Q2
$909K Buy
2023
Q1
$279K Sell
2022
Q4
$355K Buy
2022
Q3
$308K Sell
2022
Q2
$444K Buy