Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$192K Buy
2025
Q2
$231K Sell
2025
Q1
$258K Buy
2024
Q4
$268K Buy
2024
Q3
$265K Buy
2024
Q2
$229K Buy
2024
Q1
$212K Hold
2023
Q4
$201K Sell
2023
Q3
$165K Hold
2023
Q2
$168K Sell
2023
Q1
$160K Sell
2022
Q4
$206K Sell
2022
Q3
$228K Sell
2022
Q2
$219K Sell
2022
Q1
$294K Buy
2021
Q4
$312K Buy