Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$466K Buy
2025
Q1
$480K Sell
2024
Q4
$497K Buy
2024
Q3
$267K Sell
2024
Q2
$333K Sell
2024
Q1
$411K Hold
2023
Q4
$430K Buy
2023
Q3
$277K Sell
2023
Q2
$343K Sell
2023
Q1
$541K Buy
2022
Q4
$428K Hold
2022
Q3
$397K Hold
2022
Q2
$720K Sell
2022
Q1
$1.24M Buy