Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Buy
2025
Q2
$429K Hold
2025
Q1
$424K Sell
2024
Q4
$384K Sell
2024
Q3
$362K Buy
2024
Q2
$318K Sell
2024
Q1
$340K Buy
2023
Q4
$316K Buy
2023
Q3
$279K Buy
2023
Q2
$288K Sell
2023
Q1
$283K Buy
2022
Q4
$261K Buy
2022
Q3
$222K Sell
2022
Q2
$269K Buy
2022
Q1
Sell
2021
Q4
$610K Buy