Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Buy
2025
Q1
Sell
2024
Q4
$268K Sell
2024
Q3
$405K Sell
2024
Q2
$339K Sell
2024
Q1
$754K Sell
2023
Q4
$654K Buy
2023
Q3
$448K Sell
2023
Q2
$504K Sell
2023
Q1
$466K Sell
2022
Q4
$447K Sell
2022
Q3
$493K Buy
2022
Q2
$489K Buy
2022
Q1
$236K Sell
2021
Q4
$347K Buy