Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Sell
2025
Q2
$402K Sell
2025
Q1
$835K Sell
2024
Q4
$856K Sell
2024
Q3
$1.21M Buy
2024
Q2
$263K Buy
2024
Q1
$178K Buy
2023
Q4
$145K Buy
2023
Q3
$11.7K Sell
2023
Q2
$294K Buy
2023
Q1
$4.74K Hold
2022
Q4
$3.9K Hold
2022
Q3
$3K Sell
2022
Q2
$39K Sell
2022
Q1
$94K Buy
2021
Q4
$61K Buy
2021
Q3
$71K Buy