Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2025
Q2
$150K Sell
2025
Q1
$410K Sell
2024
Q4
$527K Buy
2024
Q3
$450K Buy
2024
Q2
$271K Buy
2024
Q1
$97.9K Sell
2023
Q4
$158K Buy
2023
Q3
$90K Sell
2023
Q2
$126K Buy
2023
Q1
$73.3K Sell
2022
Q4
$210K Buy
2021
Q3
Sell
2021
Q2
$42K Buy