Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$171K Sell
2025
Q2
$201K Buy
2025
Q1
$162K Hold
2024
Q4
$142K Buy
2024
Q2
Sell
2024
Q1
$59.6K Hold
2023
Q4
$64.1K Hold
2023
Q3
$60.6K Hold
2023
Q2
$64.8K Sell
2023
Q1
$339K Hold
2022
Q4
$396K Hold
2022
Q3
$348K Sell
2022
Q2
$519K Buy
2022
Q1
$97K Sell
2021
Q4
$703K Sell
2021
Q3
$728K Hold
2021
Q2
$825K Buy
2021
Q1
$799K Buy