Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$349K Sell
2025
Q1
$315K Sell
2024
Q4
$394K Sell
2024
Q3
$465K Buy
2024
Q2
$283K Buy
2024
Q1
$314K Buy
2023
Q4
$264K Sell
2023
Q3
$283K Hold
2023
Q2
$256K Buy
2023
Q1
$189K Hold
2022
Q4
$201K Sell
2022
Q3
$210K Sell
2022
Q2
$262K Sell
2022
Q1
$572K Sell
2021
Q4
$2.1M Sell
2021
Q3
$1.93M Buy
2021
Q2
$2.18M Buy
2021
Q1
$1.64M Buy