Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$375K Hold
2025
Q1
$361K Sell
2024
Q4
$337K Sell
2024
Q3
$383K Sell
2024
Q2
$305K Sell
2024
Q1
$322K Sell
2023
Q4
$378K Hold
2023
Q3
$323K Sell
2023
Q2
$525K Sell
2023
Q1
$571K Sell
2022
Q4
$665K Buy
2022
Q3
$604K Sell
2022
Q2
$819K Buy
2022
Q1
$753K Buy
2021
Q4
$892K Sell
2021
Q3
$1.06M Buy