Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Sell
2025
Q2
$146K Sell
2025
Q1
$162K Sell
2024
Q4
$486K Sell
2024
Q3
$790K Sell
2024
Q2
$1.05M Buy
2024
Q1
$197K Buy
2023
Q4
$194K Sell
2023
Q3
$203K Hold
2023
Q2
$227K Hold
2023
Q1
$208K Hold
2022
Q4
$162K Hold
2022
Q3
$146K Sell
2022
Q2
$149K Hold
2022
Q1
$151K Hold
2021
Q4
$184K Sell
2021
Q3
$249K Buy