Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Hold
2025
Q2
$222K Sell
2025
Q1
$456K Buy
2024
Q4
$425K Sell
2024
Q3
$1.37M Buy
2024
Q2
$228K Hold
2024
Q1
$243K Hold
2023
Q4
$216K Sell
2023
Q3
$728K Hold
2023
Q2
$775K Buy
2023
Q1
$167K Hold
2022
Q4
$138K Hold
2022
Q3
$120K Hold
2022
Q2
$120K Hold
2022
Q1
$134K Sell
2021
Q4
$343K Buy
2021
Q3
$144K Buy