Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$439K Hold
2025
Q2
$297K Sell
2025
Q1
$249K Hold
2024
Q4
$331K Hold
2024
Q3
$384K Hold
2024
Q2
$355K Hold
2024
Q1
$510K Sell
2023
Q4
$586K Sell
2023
Q3
$501K Sell
2023
Q2
$659K Hold
2023
Q1
$374K Sell
2022
Q4
$1.3M Sell
2022
Q3
$1.57M Buy
2022
Q2
$1.57M Buy
2022
Q1
$429K Buy
2021
Q4
$394K Sell
2021
Q3
$389K Sell
2021
Q2
$329K Buy