Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Buy
2025
Q2
$253K Sell
2025
Q1
$860K Sell
2024
Q4
$1.3M Buy
2024
Q3
$332K Buy
2024
Q1
Sell
2023
Q4
$126K Sell
2023
Q3
$148K Sell
2023
Q2
$151K Buy
2023
Q1
$121K Buy
2022
Q4
Sell
2022
Q3
$132K Sell
2022
Q2
$149K Buy