Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$316K Sell
2025
Q1
$466K Sell
2024
Q4
$474K Sell
2024
Q3
$435K Sell
2024
Q2
$402K Sell
2024
Q1
$398K Sell
2023
Q4
$434K Sell
2023
Q3
$585K Buy
2023
Q2
$18.2K Hold
2023
Q1
$18.7K Hold
2022
Q4
$19.4K Hold
2022
Q3
$15K Hold
2022
Q2
$16K Hold
2022
Q1
$21K Buy
2021
Q4
$9K Hold
2021
Q3
$9K Buy