Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$169K Buy
2025
Q2
Sell
2025
Q1
$413K Buy
2024
Q4
$371K Buy
2024
Q3
$65.6K Buy
2023
Q3
Sell
2023
Q2
$152K Buy
2023
Q1
$31.4K Buy
2022
Q4
Sell
2022
Q3
$99K Buy
2022
Q2
$13K Sell
2022
Q1
$30K Sell
2021
Q4
$47K Buy