Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$392K Buy
2025
Q1
$216K Hold
2024
Q4
$337K Buy
2024
Q1
Sell
2023
Q4
$316K Sell
2023
Q3
$464K Buy
2023
Q2
$399K Buy
2023
Q1
Sell
2022
Q4
$156K Hold
2022
Q3
$243K Sell
2022
Q2
$218K Buy
2022
Q1
$150K Buy
2021
Q4
$138K Hold
2021
Q3
$123K Buy