Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$561K Sell
2025
Q2
$449K Sell
2025
Q1
$401K Buy
2024
Q4
$565K Sell
2024
Q3
$375K Sell
2024
Q2
$310K Sell
2024
Q1
$323K Buy
2023
Q4
$420K Buy
2023
Q3
$395K Hold
2023
Q2
$413K Buy
2023
Q1
$79.5K Sell
2022
Q4
$166K Buy