Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$276K Buy
2024
Q4
Sell
2024
Q3
$343K Sell
2024
Q2
$614K Sell
2024
Q1
$553K Sell
2023
Q4
$567K Hold
2023
Q3
$589K Buy
2023
Q2
$693K Buy
2023
Q1
$734K Buy
2022
Q4
$849K Buy
2022
Q3
$507K Buy
2022
Q2
$612K Buy
2022
Q1
$375K Sell
2021
Q4
$591K Buy