Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$61.8K Sell
2025
Q1
$552K Sell
2024
Q4
$696K Sell
2024
Q3
$594K Buy
2024
Q2
$457K Buy
2024
Q1
$447K Buy
2023
Q4
$418K Buy
2023
Q3
$375K Buy
2023
Q2
$298K Hold
2023
Q1
$261K Sell
2022
Q4
$280K Buy
2022
Q3
$70K Sell
2022
Q2
$68K Buy