Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Sell
2025
Q2
$271K Hold
2025
Q1
$261K Sell
2024
Q4
$232K Sell
2024
Q3
$246K Buy
2024
Q2
Sell
2024
Q1
$201K Sell
2023
Q4
$210K Buy
2023
Q3
Sell
2023
Q2
$200K Sell
2023
Q1
$212K Hold
2022
Q4
$242K Sell
2022
Q3
$243K Sell
2022
Q2
$703K Sell
2022
Q1
$812K Buy
2021
Q4
$388K Buy
2021
Q3
$381K Sell
2021
Q2
$435K Sell
2021
Q1
$446K Sell
2020
Q4
$432K Buy