Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364K Buy
2024
Q4
Sell
2024
Q3
$303K Sell
2024
Q2
$403K Buy
2023
Q2
Sell
2023
Q1
$706K Buy
2022
Q4
$805K Buy
2022
Q3
$333K Sell
2022
Q2
$826K Sell
2022
Q1
$1.21M Buy
2021
Q4
$282K Buy
2021
Q3
$213K Buy