Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$355K Buy
2025
Q1
$320K Sell
2024
Q4
$403K Buy
2024
Q3
$368K Buy
2024
Q2
$348K Sell
2024
Q1
$320K Buy
2023
Q4
$294K Sell
2023
Q3
$261K Buy
2022
Q2
Sell
2022
Q1
$1.08M Buy
2021
Q4
$1M Buy
2021
Q3
$912K Buy
2021
Q2
$811K Buy