Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Sell
2025
Q2
$429K Sell
2025
Q1
$559K Buy
2024
Q4
$562K Sell
2024
Q3
$514K Hold
2024
Q2
$460K Hold
2024
Q1
$452K Buy
2023
Q4
$366K Sell
2023
Q3
$333K Buy
2023
Q2
$301K Hold
2023
Q1
$310K Sell
2022
Q4
$333K Sell
2022
Q3
$331K Hold
2022
Q2
$302K Buy
2022
Q1
$322K Hold
2021
Q4
$315K Buy