Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Sell
2025
Q2
$271K Buy
2025
Q1
$214K Sell
2024
Q4
$255K Sell
2024
Q3
$545K Buy
2024
Q2
$477K Buy
2024
Q1
$542K Sell
2023
Q4
$1.63M Sell
2023
Q3
$1.85M Buy
2023
Q2
$317K Buy
2023
Q1
$144K Buy
2022
Q4
$68.8K Buy
2022
Q3
$35K Buy
2022
Q2
$40K Buy