Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q1
Sell
2024
Q4
$597K Buy
2024
Q3
$325K Sell
2024
Q2
$269K Hold
2024
Q1
$239K Sell
2023
Q4
$374K Sell
2023
Q3
$376K Buy
2023
Q2
$364K Buy
2023
Q1
$261K Buy
2022
Q4
Sell
2022
Q3
$325K Sell
2022
Q2
$400K Sell
2022
Q1
$688K Buy
2021
Q4
$658K Hold
2021
Q3
$483K Buy
2021
Q2
$369K Buy
2021
Q1
$237K Buy