Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Hold
2025
Q2
$360K Hold
2025
Q1
$379K Hold
2024
Q4
$393K Sell
2024
Q3
$444K Sell
2024
Q2
$438K Sell
2024
Q1
$704K Sell
2023
Q4
$1.02M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.99M Buy
2023
Q1
$2.29M Sell
2022
Q4
$3.15M Buy
2022
Q3
$1.01M Buy
2022
Q2
$670K Buy
2022
Q1
$399K Buy
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold