Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$262K Sell
2025
Q1
$222K Sell
2024
Q4
$262K Buy
2024
Q3
$260K Buy
2024
Q2
$186K Buy
2024
Q1
$201K Buy
2023
Q4
$275K Sell
2023
Q3
$247K Buy
2023
Q2
$217K Buy
2023
Q1
$222K Hold
2022
Q4
$137K Sell
2022
Q3
$442K Hold
2022
Q2
$442K Buy
2021
Q4
$1.23M Sell
2021
Q3
$2.29M Sell
2021
Q2
$3.71M Sell
2021
Q1
$2.67M Buy