Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$221K Buy
2025
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$229K Sell
2024
Q2
$219K Buy
2024
Q1
$240K Buy
2023
Q1
Sell
2022
Q4
$2.06M Buy
2022
Q3
$1.61M Buy