Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Sell
2025
Q2
$338K Sell
2025
Q1
$336K Sell
2024
Q4
$479K Buy
2024
Q3
$448K Sell
2024
Q2
$480K Hold
2024
Q1
$558K Buy
2023
Q4
$410K Sell
2023
Q3
$363K Sell
2023
Q2
$460K Sell
2023
Q1
$729K Hold
2022
Q4
$701K Sell
2022
Q3
$656K Sell
2022
Q2
$977K Buy
2022
Q1
$988K Buy
2021
Q4
$928K Buy