Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2025
Q2
$259K Buy
2025
Q1
$226K Sell
2024
Q4
$279K Buy
2024
Q3
$233K Sell
2024
Q2
$239K Sell
2024
Q1
$284K Sell
2023
Q4
$309K Sell
2023
Q3
$225K Sell
2023
Q2
$259K Sell
2023
Q1
$537K Buy
2022
Q4
$202K Sell
2022
Q3
$301K Buy
2022
Q2
$40K Hold
2022
Q1
$40K Buy