Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$396K Buy
2025
Q1
$455K Buy
2024
Q4
$471K Sell
2024
Q3
$465K Hold
2024
Q2
$441K Sell
2024
Q1
$591K Hold
2023
Q4
$520K Sell
2023
Q3
$1M Buy
2023
Q2
$1.18M Sell
2023
Q1
$981K Sell
2022
Q4
$955K Buy
2022
Q3
$434K Hold
2022
Q2
$595K Hold
2022
Q1
$634K Sell
2021
Q4
$1.25M Buy
2021
Q3
$1.21M Buy
2021
Q2
$1M Buy