Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Buy
2025
Q2
$345K Sell
2025
Q1
$408K Sell
2024
Q4
$368K Buy
2024
Q3
$290K Sell
2024
Q2
$285K Buy
2023
Q2
Sell
2023
Q1
$470K Sell
2022
Q4
$974K Buy
2022
Q2
Sell
2022
Q1
$554K Buy