Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Buy
2024
Q2
Sell
2024
Q1
$165K Sell
2023
Q4
$527K Buy
2023
Q3
$110K Sell
2023
Q2
$169K Buy
2023
Q1
Sell
2022
Q4
$106K Sell
2022
Q3
$117K Sell
2022
Q2
$113K Sell
2022
Q1
$275K Buy