Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$481K Sell
2025
Q1
$592K Hold
2024
Q4
$719K Buy
2024
Q3
Sell
2024
Q2
$256K Sell
2024
Q1
$334K Hold
2023
Q4
$290K Buy
2023
Q3
$203K Sell
2023
Q2
$425K Sell
2023
Q1
$551K Sell
2022
Q4
$505K Buy
2022
Q3
$232K Buy
2022
Q2
$115K Hold
2022
Q1
$171K Hold
2021
Q4
$135K Hold
2021
Q3
$165K Hold
2021
Q2
$166K Buy