Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$126K Sell
2025
Q2
$192K Hold
2025
Q1
$185K Buy
2024
Q4
Sell
2024
Q3
$214K Hold
2024
Q2
$250K Hold
2024
Q1
$213K Buy
2023
Q4
Sell
2023
Q3
$3.44M Buy
2023
Q2
$254K Sell
2023
Q1
$292K Hold
2022
Q4
$251K Hold
2022
Q3
$258K Sell
2022
Q2
$329K Hold
2022
Q1
$363K Sell
2021
Q4
$499K Hold
2021
Q3
$352K Sell
2021
Q2
$410K Buy
2021
Q1
$234K Buy