Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Sell
2025
Q2
$441K Buy
2025
Q1
$347K Sell
2024
Q4
$544K Buy
2024
Q3
$399K Sell
2024
Q2
$392K Buy
2024
Q1
$503K Buy
2023
Q4
$317K Buy
2022
Q2
Sell
2022
Q1
$260K Buy
2021
Q4
$205K Hold
2021
Q3
$305K Buy