Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Sell
2025
Q2
$253K Buy
2025
Q1
Sell
2024
Q4
$304K Buy
2023
Q1
Sell
2022
Q4
$228K Buy
2022
Q3
$359K Hold
2022
Q2
$402K Hold
2022
Q1
$610K Hold
2021
Q4
$598K Sell
2021
Q3
$803K Buy
2021
Q2
$685K Sell
2021
Q1
$675K Hold
2020
Q4
$713K Sell
2020
Q3
$442K Sell
2020
Q2
$236K Buy