Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2024
Q4
Sell
2024
Q3
$268K Sell
2024
Q2
$494K Buy
2024
Q1
$698K Hold
2023
Q4
$794K Buy
2023
Q3
$436K Buy
2023
Q2
$246K Sell
2023
Q1
$343K Sell
2022
Q4
$280K Sell
2022
Q3
$355K Hold
2022
Q2
$515K Buy
2022
Q1
$623K Sell
2021
Q4
$701K Buy
2021
Q2
$682K Buy
2021
Q1
$542K Buy
2020
Q4
$371K Hold
2020
Q3
$386K Buy