Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Sell
2025
Q2
$354K Buy
2024
Q4
Sell
2024
Q3
$336K Sell
2024
Q2
$453K Sell
2024
Q1
$472K Sell
2023
Q4
$315K Sell
2023
Q3
$311K Hold
2023
Q2
$273K Hold
2023
Q1
$240K Hold
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$231K Hold
2022
Q1
$253K Sell
2021
Q4
$282K Buy
2021
Q3
$206K Hold
2021
Q2
$220K Hold
2021
Q1
$205K Buy