Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$326K Hold
2025
Q1
$329K Sell
2024
Q4
$566K Hold
2024
Q3
$460K Hold
2024
Q2
$396K Sell
2024
Q1
$448K Sell
2023
Q4
$411K Sell
2023
Q3
$464K Sell
2023
Q2
$507K Hold
2023
Q1
$420K Sell
2022
Q4
$522K Sell
2022
Q3
$494K Sell
2022
Q2
$471K Sell
2022
Q1
$342K Hold
2021
Q4
$342K Sell
2021
Q3
$726K Buy