Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$350K Buy
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$270K Buy
2024
Q1
$286K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$311K Buy
2023
Q1
$289K Sell
2022
Q4
$2.12M Buy
2022
Q3
$892K Buy
2022
Q2
$830K Buy
2022
Q1
Sell
2021
Q4
$1.58M Buy
2021
Q3
$989K Sell
2021
Q2
$3.41M Buy