Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Sell
2025
Q2
$382K Sell
2025
Q1
$333K Sell
2024
Q4
$350K Hold
2024
Q3
$300K Sell
2024
Q2
$363K Buy
2024
Q1
$318K Buy
2023
Q4
$374K Hold
2023
Q3
$275K Sell
2023
Q2
$308K Sell
2023
Q1
$330K Sell
2022
Q4
$330K Sell
2022
Q3
$212K Sell
2022
Q2
$264K Sell
2022
Q1
$374K Sell
2021
Q4
$409K Buy