Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Buy
2025
Q2
$312K Sell
2025
Q1
$295K Sell
2024
Q4
$301K Buy
2024
Q3
$296K Buy
2024
Q2
$262K Hold
2024
Q1
$244K Sell
2023
Q4
$246K Buy
2023
Q3
Sell
2023
Q2
$215K Buy
2023
Q1
Sell
2022
Q4
$174K Buy
2022
Q2
Sell
2022
Q1
$203K Hold
2021
Q4
$235K Hold
2021
Q3
$213K Hold
2021
Q2
$220K Buy