Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$133K Buy
2025
Q2
$51.7K Buy
2024
Q2
Sell
2024
Q1
$200K Buy
2023
Q4
$0 Buy
2023
Q3
Sell
2023
Q2
$93K Sell
2023
Q1
$127K Sell
2022
Q4
$483K Buy
2022
Q3
$120K Sell
2022
Q2
$228K Buy
2022
Q1
$159K Buy