Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$217K Buy
2025
Q1
$164K Sell
2024
Q4
$330K Sell
2024
Q3
$346K Sell
2024
Q2
$452K Buy
2024
Q1
$435K Buy
2023
Q4
$348K Sell
2023
Q3
$443K Hold
2023
Q2
$535K Buy
2023
Q1
$482K Sell
2022
Q4
$805K Sell
2022
Q3
$809K Buy
2022
Q2
$731K Buy
2022
Q1
$641K Sell
2021
Q4
$835K Buy
2021
Q3
$552K Buy
2021
Q2
$382K Buy