Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Sell
2025
Q2
$267K Buy
2025
Q1
$255K Sell
2024
Q4
$207K Hold
2024
Q3
$200K Sell
2024
Q2
$180K Sell
2024
Q1
$185K Sell
2023
Q4
$184K Buy
2023
Q3
$164K Sell
2023
Q2
$176K Buy
2023
Q1
$211K Hold
2022
Q4
$202K Sell
2022
Q3
$176K Sell
2022
Q2
$245K Sell
2022
Q1
$320K Sell
2021
Q4
$393K Sell
2021
Q3
$739K Hold
2021
Q2
$739K Buy