Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Hold
2025
Q2
$369K Sell
2025
Q1
$293K Buy
2024
Q4
$322K Sell
2024
Q3
$261K Hold
2024
Q2
$227K Hold
2024
Q1
$245K Sell
2023
Q4
$306K Sell
2023
Q3
$238K Sell
2023
Q2
$261K Hold
2023
Q1
$274K Hold
2022
Q4
$201K Buy
2022
Q3
$280K Buy
2022
Q2
$335K Buy
2022
Q1
$439K Buy
2021
Q4
$542K Sell
2021
Q3
$763K Sell
2021
Q2
$1.06M Buy