Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Buy
2025
Q1
Sell
2024
Q4
$336K Hold
2024
Q3
$218K Buy
2024
Q1
Sell
2023
Q4
$206K Buy
2023
Q3
$207K Sell
2023
Q2
$693K Buy
2023
Q1
$531K Buy
2022
Q4
$315K Sell
2022
Q3
$723K Hold
2022
Q2
$612K Sell
2022
Q1
$1.09M Buy
2021
Q4
$1.05M Sell
2021
Q3
$809K Hold
2021
Q2
$709K Hold
2021
Q1
$697K Buy