Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Sell
2025
Q2
$478K Buy
2025
Q1
$290K Sell
2024
Q4
$334K Buy
2024
Q3
$261K Sell
2024
Q2
$253K Sell
2024
Q1
$338K Sell
2023
Q4
$333K Sell
2023
Q3
$355K Buy
2023
Q2
$273K Buy
2023
Q1
$184K Sell
2022
Q4
$143K Sell
2022
Q3
$121K Sell
2022
Q2
$108K Hold
2022
Q1
$130K Hold
2021
Q4
$149K Buy