Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Buy
2025
Q2
$294K Sell
2025
Q1
$349K Sell
2024
Q4
$458K Sell
2024
Q3
$579K Sell
2024
Q2
$653K Buy
2024
Q1
$641K Buy
2023
Q4
$334K Buy
2023
Q3
$285K Sell
2023
Q2
$518K Sell
2023
Q1
$486K Buy
2022
Q4
$464K Hold
2022
Q3
$360K Buy
2022
Q2
$376K Buy
2022
Q1
$301K Buy
2021
Q4
$230K Buy