Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$273K Buy
2024
Q2
Sell
2024
Q1
$428K Sell
2023
Q4
$461K Buy
2023
Q3
$395K Sell
2023
Q2
$373K Sell
2023
Q1
$548K Sell
2022
Q4
$520K Buy
2022
Q3
$318K Buy
2022
Q2
$307K Buy
2022
Q1
$326K Buy
2021
Q4
$363K Sell
2021
Q3
$343K Hold
2021
Q2
$330K Buy