Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Sell
2025
Q2
$359K Buy
2025
Q1
$255K Hold
2024
Q4
$303K Sell
2024
Q3
$271K Sell
2024
Q2
$273K Sell
2024
Q1
$220K Buy
2022
Q4
Sell
2022
Q3
$277K Sell
2022
Q2
$522K Buy
2022
Q1
$548K Sell
2021
Q4
$780K Buy