Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$144K Sell
2025
Q1
$150K Sell
2024
Q4
$324K Sell
2024
Q3
$328K Sell
2024
Q2
$477K Sell
2024
Q1
$648K Sell
2023
Q4
$982K Buy
2022
Q4
$528K Sell
2022
Q3
$532K Buy