Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$85.2K Sell
2025
Q1
$161K Sell
2024
Q4
$205K Sell
2024
Q3
$293K Sell
2024
Q2
$336K Buy
2024
Q1
$357K Sell
2023
Q4
$785K Sell
2023
Q3
$727K Sell
2023
Q2
$873K Hold
2023
Q1
$796K Buy
2022
Q4
$681K Buy
2022
Q3
$331K Buy
2022
Q2
$352K Buy
2022
Q1
$143K Sell
2021
Q4
$281K Buy