Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Sell
2025
Q2
$314K Buy
2025
Q1
$223K Buy
2024
Q4
$330K Sell
2024
Q3
$330K Buy
2024
Q2
$545K Sell
2024
Q1
$305K Sell
2023
Q4
$602K Buy
2023
Q3
$603K Sell
2023
Q2
$882K Sell
2023
Q1
$1.02M Hold
2022
Q4
$855K Sell
2022
Q3
$1.34M Sell
2022
Q2
$729K Sell
2022
Q1
$1.42M Buy