Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Hold
2025
Q2
$446K Hold
2025
Q1
$327K Sell
2024
Q4
$409K Hold
2024
Q3
$359K Sell
2024
Q2
$365K Hold
2024
Q1
$286K Hold
2023
Q4
$218K Sell
2023
Q3
$234K Sell
2023
Q2
$301K Hold
2023
Q1
$278K Sell
2022
Q4
$230K Sell
2022
Q3
$227K Sell
2022
Q2
$272K Buy
2022
Q1
$326K Sell
2021
Q4
$384K Buy
2021
Q3
$310K Sell
2021
Q2
$338K Buy
2021
Q1
$223K Buy