Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Sell
2025
Q2
$235K Sell
2025
Q1
$335K Sell
2024
Q4
$442K Sell
2024
Q3
$1.48M Sell
2024
Q2
$1.69M Sell
2024
Q1
$2.08M Sell
2023
Q4
$2.21M Sell
2023
Q3
$2.01M Buy
2023
Q2
$2.2M Buy
2023
Q1
$3.86K Hold
2022
Q4
$2.74K Hold
2022
Q3
$2K Buy
2022
Q2
$0 Hold
2022
Q1
$0 Hold
2021
Q4
$0 Sell
2021
Q3
$1K Hold
2021
Q2
$1K Hold
2021
Q1
$1K Buy