Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$135K Hold
2025
Q2
$94.7K Sell
2025
Q1
$253K Sell
2024
Q4
$829K Buy
2024
Q3
$212K Buy
2024
Q2
$169K Sell
2024
Q1
$202K Buy
2023
Q4
$162K Buy
2023
Q3
$140K Sell
2023
Q2
$194K Sell
2023
Q1
$242K Buy
2022
Q4
Sell
2022
Q3
$106K Hold
2022
Q2
$123K Hold
2022
Q1
$112K Hold
2021
Q4
$144K Hold
2021
Q3
$130K Hold
2021
Q2
$138K Buy