Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$391K Buy
2025
Q2
$412K Sell
2025
Q1
$495K Sell
2024
Q4
$505K Buy
2024
Q3
$442K Sell
2024
Q2
$464K Buy
2024
Q1
$495K Sell
2023
Q4
$809K Buy
2023
Q3
$702K Buy
2023
Q2
$730K Hold
2023
Q1
$602K Hold
2022
Q4
$487K Hold
2022
Q3
$426K Hold
2022
Q2
$435K Hold
2022
Q1
$502K Hold
2021
Q4
$606K Hold
2021
Q3
$555K Hold
2021
Q2
$593K Hold
2021
Q1
$482K Buy