Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Sell
2025
Q2
$240K Buy
2025
Q1
$130K Sell
2024
Q4
$159K Sell
2024
Q3
$153K Buy
2024
Q2
$98.2K Buy
2024
Q1
$21.5K Hold
2023
Q4
$16.4K Sell
2023
Q3
$103K Hold
2023
Q2
$120K Sell
2023
Q1
$292K Sell
2022
Q4
$235K Buy