Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Buy
2025
Q2
Sell
2025
Q1
$123K Sell
2024
Q4
$255K Buy
2024
Q3
$232K Sell
2024
Q2
$291K Sell
2024
Q1
$281K Buy
2023
Q4
$278K Buy
2023
Q3
$233K Buy
2023
Q2
$180K Sell
2023
Q1
$294K Buy
2022
Q4
$208K Buy
2022
Q3
$142K Sell
2022
Q2
$141K Buy
2022
Q1
$52K Buy