Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Buy
2025
Q2
$311K Sell
2025
Q1
$270K Buy
2024
Q4
$311K Buy
2024
Q3
$262K Sell
2024
Q2
$285K Hold
2024
Q1
$266K Sell
2023
Q4
$237K Buy
2023
Q3
Sell
2023
Q2
$206K Buy
2023
Q1
Sell
2022
Q4
$232K Buy
2022
Q3
$310K Buy
2022
Q2
Sell
2022
Q1
$422K Sell
2021
Q4
$479K Buy