Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Buy
2025
Q1
Sell
2024
Q4
$203K Sell
2024
Q3
$662K Buy
2023
Q4
Sell
2023
Q3
$430K Buy
2023
Q2
$344K Buy
2023
Q1
$383K Buy
2022
Q4
$338K Buy
2022
Q3
$403K Buy
2022
Q2
$204K Buy
2022
Q1
Sell
2021
Q4
$385K Buy
2021
Q3
$207K Buy
2021
Q2
$231K Buy