Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$283K Buy
2025
Q1
$129K Sell
2024
Q4
$502K Sell
2024
Q3
$427K Sell
2024
Q2
$361K Sell
2024
Q1
$566K Sell
2023
Q4
$497K Buy
2023
Q3
$390K Hold
2023
Q2
$486K Hold
2023
Q1
$359K Hold
2022
Q4
$394K Sell
2022
Q3
$383K Buy
2022
Q2
$320K Sell
2022
Q1
$553K Buy
2021
Q4
$906K Buy