Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Hold
2025
Q2
$369K Sell
2025
Q1
$336K Hold
2024
Q4
$409K Sell
2024
Q3
$337K Hold
2024
Q2
$332K Hold
2024
Q1
$382K Hold
2023
Q4
$274K Hold
2023
Q3
$234K Buy
2023
Q1
Sell
2022
Q4
$233K Sell
2022
Q3
$319K Hold
2022
Q2
$345K Sell
2022
Q1
$609K Sell
2021
Q4
$10.3M Sell
2021
Q3
$12.4M Buy