Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Buy
2024
Q1
Sell
2023
Q4
$245K Sell
2023
Q3
$168K Buy
2023
Q2
$284K Buy
2023
Q1
$138K Sell
2022
Q4
$362K Buy
2022
Q3
$747K Buy
2022
Q2
$424K Buy
2022
Q1
$392K Buy
2021
Q4
$360K Buy
2021
Q3
$164K Buy