Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$218K Sell
2025
Q1
$302K Buy
2024
Q4
$233K Hold
2024
Q3
$221K Sell
2024
Q2
$222K Sell
2024
Q1
$284K Sell
2023
Q4
$497K Buy
2023
Q3
$207K Sell
2023
Q2
$249K Sell
2023
Q1
$1.25M Buy
2022
Q4
$1.18M Sell
2022
Q3
$1.33M Buy
2022
Q2
$485K Sell
2022
Q1
$574K Buy
2021
Q4
$639K Buy