Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$424K Buy
2025
Q1
$350K Buy
2024
Q4
$383K Buy
2023
Q3
Sell
2023
Q2
$105K Buy
2023
Q1
Sell
2022
Q4
$101K Sell
2022
Q3
$244K Buy
2022
Q2
$48K Sell
2022
Q1
$249K Sell
2021
Q4
$319K Buy
2021
Q3
$288K Sell
2021
Q2
$369K Buy
2021
Q1
$45K Buy