Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$403K Hold
2025
Q2
$288K Buy
2025
Q1
$232K Sell
2024
Q4
$410K Hold
2024
Q3
$266K Sell
2024
Q2
$208K Buy
2024
Q1
Sell
2023
Q4
$224K Buy
2023
Q3
$218K Buy
2023
Q2
$220K Buy
2022
Q4
Sell
2022
Q3
$222K Buy
2022
Q2
Sell
2022
Q1
$301K Hold
2021
Q4
$295K Hold
2021
Q3
$217K Buy