Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Sell
2025
Q2
$377K Buy
2025
Q1
$369K Sell
2024
Q4
$479K Hold
2024
Q3
$413K Sell
2024
Q2
$315K Hold
2024
Q1
$331K Hold
2023
Q4
$393K Buy
2023
Q3
$309K Sell
2023
Q2
$347K Buy
2023
Q1
$299K Buy
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$296K Buy
2021
Q3
Sell
2021
Q2
$294K Buy
2021
Q1
$300K Buy