Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q2
Sell
2025
Q1
$214K Sell
2024
Q4
$389K Buy
2024
Q3
Sell
2024
Q2
$325K Buy
2024
Q1
$242K Buy
2023
Q3
Sell
2023
Q2
$317K Sell
2023
Q1
$459K Sell
2022
Q4
$346K Buy
2022
Q3
$296K Sell
2022
Q2
$292K Buy
2022
Q1
$468K Buy
2021
Q4
Sell
2021
Q3
$374K Buy