Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Buy
2025
Q2
$252K Buy
2024
Q4
Sell
2024
Q3
$283K Sell
2024
Q2
$298K Sell
2024
Q1
$400K Buy
2023
Q4
$458K Sell
2023
Q3
$447K Sell
2023
Q2
$542K Sell
2023
Q1
$664K Sell
2022
Q4
$754K Buy