Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$353K Sell
2025
Q1
$331K Buy
2024
Q4
$346K Sell
2024
Q3
$334K Sell
2024
Q2
$340K Buy
2024
Q1
$331K Sell
2023
Q4
$359K Sell
2023
Q3
$667K Buy
2023
Q2
$540K Buy
2023
Q1
$327K Sell
2022
Q4
$262K Sell
2022
Q3
$262K Buy
2022
Q2
$247K Sell
2022
Q1
$332K Hold
2021
Q4
$419K Hold
2021
Q3
$355K Sell
2021
Q2
$1.49M Buy