Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$152K Hold
2025
Q2
$171K Sell
2025
Q1
$172K Hold
2024
Q4
$213K Hold
2024
Q3
$212K Hold
2024
Q2
$328K Hold
2024
Q1
$227K Sell
2023
Q4
$338K Sell
2023
Q3
$180K Sell
2023
Q2
$310K Sell
2023
Q1
$297K Hold
2022
Q4
$237K Buy
2022
Q3
$256K Buy
2022
Q2
$335K Buy
2022
Q1
$617K Buy
2021
Q4
$616K Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.07M Buy