Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Buy
2025
Q2
$50K Sell
2025
Q1
$52.3K Buy
2024
Q4
Sell
2024
Q3
$315K Sell
2024
Q2
$549K Sell
2024
Q1
$948K Buy
2023
Q4
$1.01M Buy
2023
Q3
$598K Buy
2023
Q2
$384K Buy
2023
Q1
$325K Sell
2022
Q4
$279K Sell
2022
Q3
$285K Sell
2022
Q2
$427K Sell
2022
Q1
$567K Hold
2021
Q4
$589K Buy