Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Hold
2025
Q2
$309K Sell
2025
Q1
$301K Sell
2024
Q4
$270K Sell
2024
Q3
$307K Sell
2024
Q2
$267K Buy
2024
Q1
Sell
2023
Q4
$316K Buy
2023
Q3
$270K Sell
2023
Q2
$304K Sell
2023
Q1
$334K Sell
2022
Q4
$416K Sell
2022
Q3
$411K Buy
2022
Q2
$481K Sell
2022
Q1
$560K Buy
2021
Q4
$668K Buy