Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Sell
2025
Q2
$495K Hold
2025
Q1
$460K Buy
2024
Q4
$357K Sell
2024
Q3
$396K Sell
2024
Q2
$468K Sell
2024
Q1
$548K Sell
2023
Q4
$549K Buy
2023
Q3
$428K Sell
2023
Q2
$447K Buy
2023
Q1
$415K Buy
2022
Q4
$320K Buy
2022
Q3
$204K Buy