Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Buy
2024
Q2
Sell
2024
Q1
$140K Sell
2023
Q4
$477K Buy
2023
Q3
$132K Sell
2023
Q2
$721K Buy
2023
Q1
Sell
2022
Q4
$38K Buy
2022
Q3
Sell
2022
Q2
$325K Buy
2021
Q3
Sell
2021
Q2
$366K Buy