Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$228K Buy
2025
Q1
Sell
2024
Q4
$820K Sell
2024
Q3
$649K Sell
2024
Q2
$514K Buy
2023
Q4
$645K Sell
2023
Q3
$661K Hold
2023
Q2
$691K Buy
2023
Q1
$534K Hold
2022
Q4
$317K Hold
2022
Q3
$683K Sell
2022
Q2
$608K Sell
2022
Q1
$1.03M Buy
2021
Q4
$775K Sell
2021
Q3
$570K Sell
2021
Q2
$530K Hold
2021
Q1
$521K Buy
2020
Q4
$540K Buy
2020
Q3
$268K Buy