Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$186K Sell
2025
Q2
$1.05M Buy
2025
Q1
$427K Sell
2024
Q4
$413K Sell
2024
Q3
$388K Buy
2024
Q2
$262K Sell
2024
Q1
$261K Buy
2023
Q4
$218K Sell
2023
Q3
$175K Buy
2023
Q2
$151K Buy
2023
Q1
$129K Sell
2022
Q4
$108K Buy
2022
Q3
$62K Sell
2022
Q2
$134K Sell
2022
Q1
$205K Buy
2021
Q4
$213K Buy
2021
Q3
$152K Hold
2021
Q2
$158K Sell
2021
Q1
$196K Buy