Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2024
Q4
Sell
2024
Q3
$224K Buy
2024
Q2
$295K Buy
2024
Q1
$399K Buy
2023
Q4
$453K Buy
2023
Q3
$321K Sell
2023
Q2
$324K Hold
2023
Q1
$317K Buy
2022
Q4
$243K Sell
2022
Q3
$257K Hold
2022
Q2
$374K Sell
2022
Q1
$1.93M Sell
2021
Q4
$1.89M Buy