Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$294K Buy
2025
Q1
$265K Sell
2024
Q4
$312K Buy
2024
Q3
$323K Buy
2024
Q2
$278K Sell
2024
Q1
$361K Buy
2023
Q4
$347K Sell
2023
Q3
$322K Buy
2023
Q2
$223K Buy
2021
Q4
Sell
2021
Q3
$15K Buy