Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Buy
2025
Q2
$466K Buy
2025
Q1
$417K Sell
2024
Q4
$430K Buy
2024
Q3
$369K Sell
2024
Q2
$420K Hold
2024
Q1
$362K Sell
2023
Q4
$335K Sell
2023
Q3
$350K Sell
2023
Q2
$337K Sell
2023
Q1
$336K Buy
2022
Q4
$275K Buy
2022
Q3
$254K Buy
2022
Q2
$250K Sell
2022
Q1
$303K Sell
2021
Q4
$382K Buy
2021
Q3
$298K Sell
2021
Q2
$275K Buy