Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Sell
2025
Q2
$533K Sell
2025
Q1
$475K Buy
2024
Q4
$387K Hold
2024
Q3
$360K Sell
2024
Q2
$316K Buy
2024
Q1
$270K Sell
2023
Q4
$353K Sell
2023
Q3
$324K Hold
2023
Q2
$445K Buy
2023
Q1
$473K Buy
2022
Q4
$159K Buy
2021
Q2
Sell
2021
Q1
$26K Hold
2020
Q4
$22K Hold
2020
Q3
$18K Buy