Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$284K Buy
2025
Q1
Sell
2024
Q4
$505K Buy
2024
Q2
Sell
2024
Q1
$35.3K Sell
2023
Q4
$107K Buy
2023
Q3
$86.8K Buy
2021
Q3
Sell
2021
Q2
$15K Buy