Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q2
$276K Buy
2025
Q1
$253K Sell
2024
Q4
$299K Buy
2024
Q3
$293K Buy
2024
Q2
$340K Buy
2024
Q1
$352K Hold
2023
Q4
$324K Sell
2023
Q3
$412K Sell
2023
Q2
$533K Hold
2023
Q1
$444K Buy
2022
Q4
$189K Buy
2022
Q3
$175K Hold
2022
Q2
$173K Sell
2022
Q1
$266K Sell
2021
Q4
$365K Buy