Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Sell
2025
Q2
$278K Buy
2025
Q1
$512K Buy
2024
Q4
$471K Hold
2024
Q3
$327K Hold
2024
Q2
$445K Buy
2024
Q1
$569K Hold
2023
Q4
$982K Hold
2023
Q3
$474K Sell
2023
Q2
$491K Buy
2022
Q2
Sell
2022
Q1
$150K Buy
2021
Q4
$267K Buy
2021
Q3
$329K Buy