Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$186K Sell
2025
Q2
$676K Buy
2025
Q1
$838K Hold
2024
Q4
$988K Hold
2024
Q3
$1.07M Sell
2024
Q2
$892K Buy
2024
Q1
$321K Sell
2023
Q4
$815K Sell
2023
Q3
$856K Buy
2023
Q2
$768K Buy
2023
Q1
$791K Buy
2022
Q4
$801K Sell
2022
Q3
$769K Sell
2022
Q2
$764K Buy
2021
Q4
Sell
2021
Q3
$198K Buy