Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Buy
2025
Q1
Sell
2024
Q4
$295K Sell
2024
Q3
$523K Buy
2024
Q2
$442K Buy
2024
Q1
$251K Buy
2023
Q4
$277K Sell
2023
Q3
$276K Buy
2023
Q2
$229K Sell
2023
Q1
$319K Buy
2022
Q2
Sell
2022
Q1
$433K Buy