Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$329K Sell
2025
Q1
$422K Sell
2024
Q4
$543K Buy
2024
Q3
$444K Sell
2024
Q2
$949K Sell
2024
Q1
$1.19M Sell
2023
Q4
$1.17M Sell
2023
Q3
$1.23M Buy
2023
Q2
$249K Buy
2023
Q1
Sell
2022
Q4
$144K Sell
2022
Q3
$195K Sell
2022
Q2
$213K Hold
2022
Q1
$322K Sell
2021
Q4
$347K Sell
2021
Q3
$884K Sell
2021
Q2
$1.58M Buy