Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$332K Sell
2025
Q1
$282K Hold
2024
Q4
$288K Buy
2024
Q3
$283K Sell
2024
Q2
$314K Buy
2024
Q1
Sell
2023
Q4
$313K Buy
2023
Q3
$255K Hold
2023
Q2
$229K Buy
2023
Q1
$222K Buy
2022
Q3
Sell
2022
Q2
$202K Sell
2022
Q1
$293K Sell
2021
Q4
$402K Buy