Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$563K Buy
2025
Q2
$480K Buy
2025
Q1
$246K Buy
2024
Q3
Sell
2024
Q2
$163K Sell
2024
Q1
$518K Buy
2023
Q4
$434K Sell
2023
Q3
$588K Buy
2023
Q2
$487K Sell
2023
Q1
$869K Sell
2022
Q4
$804K Buy
2022
Q3
$420K Hold
2022
Q2
$492K Hold
2022
Q1
$712K Sell
2021
Q4
$1.42M Buy