Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Sell
2025
Q2
$391K Buy
2025
Q1
$378K Buy
2024
Q4
$393K Hold
2024
Q3
$471K Sell
2024
Q2
$439K Buy
2024
Q1
$491K Sell
2023
Q4
$473K Buy
2023
Q3
$310K Hold
2023
Q2
$352K Hold
2023
Q1
$313K Sell
2022
Q4
$328K Sell
2022
Q3
$335K Sell
2022
Q2
$430K Sell
2022
Q1
$462K Hold
2021
Q4
$565K Sell
2021
Q3
$481K Buy