Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$247K Buy
2024
Q4
Sell
2024
Q3
$388K Sell
2024
Q2
$397K Sell
2024
Q1
$445K Buy
2023
Q4
$380K Sell
2023
Q3
$372K Buy
2023
Q2
$365K Hold
2023
Q1
$365K Hold
2022
Q4
$360K Sell
2022
Q3
$331K Sell
2022
Q2
$1.37M Hold
2022
Q1
$1.37M Buy
2019
Q2
Sell
2019
Q1
$1.89M Buy