Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$379K Sell
2025
Q2
$273K Buy
2025
Q1
$215K Sell
2024
Q4
$458K Buy
2024
Q3
$290K Sell
2024
Q2
$222K Buy
2024
Q1
Sell
2023
Q4
$276K Hold
2023
Q3
$278K Hold
2023
Q2
$291K Hold
2023
Q1
$230K Buy
2022
Q4
Sell
2022
Q3
$294K Sell
2022
Q2
$374K Sell
2022
Q1
$608K Sell
2021
Q4
$998K Buy
2021
Q3
$406K Buy