Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Sell
2025
Q2
$362K Hold
2025
Q1
$355K Buy
2024
Q4
$368K Buy
2024
Q3
$415K Sell
2024
Q2
$344K Sell
2024
Q1
$405K Sell
2023
Q4
$413K Sell
2023
Q3
$394K Sell
2023
Q2
$432K Buy
2023
Q1
Sell
2022
Q4
$323K Sell
2022
Q3
$299K Buy
2022
Q2
$323K Buy
2022
Q1
$326K Buy
2021
Q4
$24K Buy