Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Sell
2025
Q2
$262K Hold
2025
Q1
$214K Hold
2024
Q4
$333K Buy
2024
Q3
$168K Hold
2024
Q2
$127K Sell
2024
Q1
$1.54M Buy
2023
Q4
$1.93M Buy
2023
Q3
$1.92M Sell
2023
Q2
$2.48M Sell
2023
Q1
$2.01M Buy
2022
Q4
$1.03M Buy
2022
Q3
$2.15M Buy
2022
Q2
Sell
2022
Q1
$3.29M Buy
2021
Q4
$3.17M Buy
2021
Q3
$1.87M Buy
2021
Q2
Sell
2021
Q1
$2K Buy