Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2025
Q2
$181K Buy
2025
Q1
$158K Sell
2024
Q4
$150K Buy
2024
Q3
$150K Sell
2024
Q2
$184K Sell
2024
Q1
$430K Sell
2023
Q4
$687K Sell
2023
Q3
$898K Buy
2023
Q2
$571K Buy
2023
Q1
$1.39M Sell
2022
Q4
$462K Sell
2022
Q3
$447K Sell
2022
Q2
$459K Sell
2022
Q1
$721K Buy