Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$110K Hold
2025
Q1
$109K Sell
2024
Q4
$193K Buy
2024
Q3
$223K Sell
2024
Q2
$251K Sell
2024
Q1
$353K Sell
2023
Q4
$428K Buy
2023
Q3
$252K Sell
2023
Q2
$437K Sell
2023
Q1
$723K Sell
2022
Q4
$638K Buy