Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Sell
2025
Q2
$132K Sell
2025
Q1
$111K Sell
2024
Q4
$162K Buy
2024
Q3
$132K Hold
2024
Q2
$148K Sell
2024
Q1
$247K Buy
2023
Q3
Sell
2023
Q2
$156K Hold
2023
Q1
$154K Hold
2022
Q4
$310K Buy
2022
Q3
$533K Hold
2022
Q2
$484K Hold
2022
Q1
$597K Sell
2021
Q4
$1.01M Buy
2021
Q3
$1.77M Buy
2021
Q2
$2.12M Buy