Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Hold
2025
Q2
$226K Sell
2025
Q1
$201K Buy
2024
Q4
Sell
2024
Q3
$214K Buy
2024
Q1
Sell
2023
Q4
$687K Sell
2023
Q3
$820K Hold
2023
Q2
$770K Sell
2023
Q1
$569K Sell
2022
Q4
$460K Sell
2022
Q3
$916K Buy
2022
Q2
$617K Buy
2022
Q1
$739K Buy
2021
Q4
$524K Buy
2021
Q3
$438K Buy