Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43K Sell
2025
Q2
$92K Sell
2025
Q1
$111K Buy
2023
Q3
Sell
2023
Q2
$3.07M Sell
2023
Q1
$4.3M Buy
2022
Q3
Sell
2022
Q2
$52K Buy
2021
Q4
Sell
2021
Q3
$38K Sell
2021
Q2
$51K Buy
2021
Q1
$32K Buy
2020
Q4
$26K Buy
2020
Q3
$16K Buy
2020
Q2
$12K Buy
2020
Q1
$8K Buy