Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Sell
2025
Q2
$286K Buy
2025
Q1
$264K Buy
2024
Q4
$301K Sell
2024
Q3
$383K Buy
2024
Q2
$370K Sell
2024
Q1
$368K Sell
2023
Q4
$461K Buy
2023
Q3
$328K Buy
2023
Q2
$306K Sell
2023
Q1
$243K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2022
Q1
$299K Buy
2021
Q4
$92K Buy