Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Sell
2025
Q2
$205K Sell
2025
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$401K Buy
2024
Q2
$523K Hold
2024
Q1
$746K Buy
2023
Q4
$824K Sell
2023
Q3
$603K Buy
2023
Q1
$623K Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.44M Buy
2022
Q2
$2.07M Sell
2022
Q1
$2.86M Buy