Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Sell
2025
Q2
$351K Sell
2025
Q1
$424K Sell
2024
Q4
$496K Buy
2024
Q3
$254K Buy
2024
Q2
$41K Sell
2024
Q1
$136K Buy
2023
Q4
$36.7K Buy
2021
Q4
Sell
2021
Q3
$2K Buy