Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184K Buy
2025
Q2
Sell
2025
Q1
$208K Sell
2024
Q4
$276K Sell
2024
Q3
$338K Sell
2024
Q2
$305K Buy
2024
Q1
$289K Hold
2023
Q4
$337K Sell
2023
Q3
$303K Buy
2023
Q2
$267K Buy
2023
Q1
$252K Buy
2022
Q4
$201K Sell
2022
Q3
$215K Buy
2022
Q2
$230K Buy
2022
Q1
$229K Sell
2021
Q4
$643K Buy