Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$340K Hold
2025
Q1
$364K Sell
2024
Q4
$429K Sell
2024
Q3
$423K Buy
2024
Q2
$430K Sell
2024
Q1
$424K Sell
2023
Q4
$388K Buy
2023
Q3
$399K Hold
2023
Q2
$373K Sell
2023
Q1
$358K Sell
2022
Q4
$287K Buy
2022
Q3
$236K Buy
2022
Q2
$353K Sell
2022
Q1
$386K Buy
2021
Q4
$384K Buy