Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$396K Sell
2025
Q1
$405K Buy
2024
Q4
$370K Buy
2024
Q3
$320K Hold
2024
Q2
$351K Sell
2024
Q1
$329K Sell
2023
Q4
$499K Sell
2023
Q3
$505K Sell
2023
Q2
$516K Sell
2023
Q1
$419K Hold
2022
Q4
$365K Buy
2022
Q3
$274K Buy
2022
Q2
$347K Buy
2022
Q1
Sell
2021
Q4
$518K Buy