Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Buy
2025
Q2
$307K Hold
2025
Q1
$285K Buy
2024
Q4
$237K Buy
2024
Q3
$230K Sell
2024
Q2
$198K Sell
2024
Q1
$191K Buy
2023
Q4
$196K Sell
2023
Q3
$175K Buy
2023
Q2
$170K Sell
2023
Q1
$299K Sell
2022
Q4
$309K Sell
2022
Q3
$246K Sell
2022
Q2
$390K Sell
2022
Q1
$400K Sell
2021
Q4
$503K Buy