Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$113K Buy
2025
Q2
$28.2K Hold
2025
Q1
$18K Buy
2024
Q4
$4.83K Buy
2023
Q4
Sell
2023
Q3
$534K Sell
2023
Q2
$624K Buy
2023
Q1
$482K Sell
2022
Q4
$519K Sell
2022
Q3
$461K Sell
2022
Q2
$1.02M Sell
2022
Q1
$1.45M Sell
2021
Q4
$1.87M Sell
2021
Q3
$2.09M Sell
2021
Q2
$2.05M Buy