Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Hold
2025
Q2
$360K Sell
2025
Q1
$291K Buy
2024
Q4
$250K Buy
2024
Q3
$283K Buy
2024
Q2
$291K Sell
2024
Q1
$595K Buy
2023
Q4
$495K Buy
2023
Q3
$355K Hold
2023
Q2
$376K Sell
2023
Q1
$315K Buy
2022
Q4
$292K Sell
2022
Q3
$247K Sell
2022
Q2
$287K Sell
2022
Q1
$340K Buy
2021
Q4
$303K Buy
2021
Q3
Sell
2021
Q2
$256K Buy
2021
Q1
$38K Buy