Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$548K Buy
2024
Q2
Sell
2024
Q1
$62.3K Sell
2023
Q4
$57.4K Hold
2023
Q3
$49.2K Sell
2023
Q2
$192K Buy
2023
Q1
Sell
2022
Q4
$210K Buy
2022
Q3
Sell
2022
Q2
$134K Sell
2022
Q1
$537K Buy
2021
Q4
$281K Buy
2021
Q3
$219K Buy
2021
Q2
$91K Sell
2021
Q1
$178K Buy