Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Buy
2025
Q2
Sell
2025
Q1
$167K Buy
2024
Q4
$171K Sell
2024
Q3
$209K Sell
2024
Q2
$258K Sell
2024
Q1
$424K Buy
2023
Q4
$484K Buy
2023
Q3
$349K Sell
2023
Q2
$450K Sell
2023
Q1
$502K Buy
2022
Q4
$468K Buy
2022
Q3
$290K Buy
2022
Q2
$310K Buy
2022
Q1
$407K Buy
2021
Q4
$283K Buy