Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$200K Sell
2025
Q1
$607K Buy
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$192K Sell
2023
Q3
$194K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$1.83M Buy
2022
Q2
$576K Buy
2022
Q1
Sell
2021
Q4
$2.37M Buy
2021
Q3
$270K Sell
2021
Q2
$4.94M Buy