Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$480K Buy
2025
Q2
Sell
2025
Q1
$215K Sell
2024
Q4
$1.23M Sell
2024
Q3
$1.84M Buy
2024
Q2
$1.66M Buy
2024
Q1
$853K Buy
2023
Q4
$310K Sell
2023
Q3
$337K Buy
2023
Q2
$364K Buy
2023
Q1
$324K Buy
2022
Q4
$235K Sell
2022
Q3
$267K Buy
2022
Q2
Sell
2022
Q1
$215K Buy