Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Buy
2025
Q2
Sell
2025
Q1
$206K Buy
2024
Q1
Sell
2023
Q4
$608K Sell
2023
Q3
$640K Buy
2023
Q2
$571K Hold
2023
Q1
$675K Hold
2022
Q4
$685K Buy
2022
Q2
$670K Buy
2022
Q1
$694K Hold
2021
Q4
$579K Buy