Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2024
Q4
Sell
2024
Q3
$235K Sell
2024
Q2
$303K Sell
2024
Q1
$358K Sell
2023
Q4
$316K Buy
2023
Q3
$269K Buy
2023
Q2
$228K Sell
2023
Q1
$258K Sell
2022
Q4
$215K Buy
2022
Q3
$253K Sell
2022
Q2
$284K Sell
2022
Q1
$614K Buy
2021
Q4
$477K Buy
2021
Q3
$425K Buy
2021
Q2
$273K Buy