Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$251K Buy
2025
Q1
$322K Buy
2024
Q4
$362K Hold
2024
Q3
$485K Sell
2024
Q2
$347K Buy
2024
Q1
$492K Sell
2023
Q4
$389K Sell
2023
Q3
$626K Buy
2023
Q2
$289K Sell
2023
Q1
$181K Hold
2022
Q4
$184K Buy