Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$160K Buy
2025
Q1
Sell
2024
Q4
$190K Buy
2024
Q2
Sell
2024
Q1
$600K Buy
2023
Q3
Sell
2023
Q2
$131K Buy
2023
Q1
$113K Sell
2022
Q4
$433K Buy
2022
Q3
$598K Sell
2022
Q2
$968K Buy
2022
Q1
Sell
2021
Q4
$589K Buy
2021
Q1
Sell
2020
Q4
$1.6M Buy