Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18K Buy
2025
Q2
Sell
2025
Q1
$19.8K Sell
2024
Q4
$33.7K Sell
2024
Q3
$770K Hold
2024
Q2
$808K Buy
2024
Q1
$1.07M Hold
2023
Q4
$928K Sell
2023
Q3
$583K Hold
2023
Q2
$648K Sell
2023
Q1
$951K Hold
2022
Q4
$778K Sell
2022
Q3
$495K Buy
2022
Q2
$209K Hold
2022
Q1
$281K Buy
2021
Q4
$26K Buy