Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$222K Buy
2025
Q1
$224K Sell
2024
Q4
$208K Buy
2024
Q3
$175K Sell
2024
Q2
$235K Sell
2024
Q1
$385K Buy
2023
Q4
$435K Hold
2023
Q3
$307K Sell
2023
Q2
$307K Buy
2023
Q1
$285K Sell
2022
Q4
$816K Sell
2022
Q3
$803K Buy
2022
Q2
$886K Buy
2022
Q1
$1.15M Buy
2021
Q4
$1.17M Buy