Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$217K Sell
2025
Q1
$531K Hold
2024
Q4
$468K Hold
2024
Q3
$472K Hold
2024
Q2
$485K Buy
2024
Q1
$620K Sell
2023
Q4
$439K Buy
2023
Q3
$373K Sell
2023
Q2
$123K Hold
2023
Q1
$262K Hold
2022
Q4
$217K Sell
2022
Q3
$339K Hold
2022
Q2
$723K Buy
2022
Q1
$509K Buy
2021
Q4
$390K Buy
2021
Q3
$413K Hold
2021
Q2
$487K Buy