Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Hold
2025
Q2
$115K Sell
2025
Q1
$115K Sell
2024
Q4
$122K Sell
2024
Q3
$183K Sell
2024
Q2
$241K Sell
2024
Q1
$299K Sell
2023
Q4
$282K Sell
2023
Q3
$257K Hold
2023
Q2
$288K Buy
2023
Q1
$242K Sell
2022
Q4
$246K Sell
2022
Q3
$354K Hold
2022
Q2
$424K Sell
2022
Q1
$462K Sell
2021
Q4
$487K Sell
2021
Q3
$586K Hold
2021
Q2
$586K Buy