Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$478K Buy
2025
Q2
$259K Sell
2025
Q1
$179K Buy
2024
Q4
$199K Buy
2024
Q3
$199K Hold
2024
Q2
$165K Sell
2024
Q1
$154K Buy
2023
Q4
$129K Sell
2023
Q3
$216K Sell
2023
Q2
$401K Sell
2023
Q1
$329K Sell
2022
Q4
$488K Buy