Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Buy
2025
Q2
$148K Sell
2025
Q1
$138K Sell
2024
Q4
$220K Buy
2024
Q3
$234K Buy
2024
Q2
$261K Sell
2024
Q1
$278K Sell
2023
Q4
$256K Buy
2023
Q3
$260K Sell
2023
Q2
$638K Sell
2023
Q1
$876K Hold
2022
Q4
$876K Buy