Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Sell
2025
Q2
$324K Buy
2025
Q1
$313K Sell
2024
Q4
$298K Buy
2024
Q3
$224K Buy
2024
Q2
$173K Sell
2024
Q1
$342K Buy
2023
Q4
$286K Sell
2023
Q3
$313K Hold
2023
Q2
$303K Sell
2023
Q1
$256K Hold
2022
Q4
$265K Sell
2022
Q3
$253K Hold
2022
Q2
$221K Sell
2022
Q1
$207K Sell
2021
Q4
$165K Buy