Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$102K Buy
2025
Q2
$735K Sell
2025
Q1
$100K Sell
2024
Q4
$100K Buy
2024
Q3
$106K Sell
2024
Q2
$128K Hold
2024
Q1
$136K Sell
2023
Q4
$126K Sell
2023
Q3
$196K Sell
2023
Q2
$250K Hold
2023
Q1
$208K Hold
2022
Q4
$192K Hold
2022
Q3
$185K Buy
2022
Q2
$173K Sell
2022
Q1
$275K Buy
2021
Q4
$331K Buy
2021
Q3
$78K Hold
2021
Q2
$82K Hold
2021
Q1
$68K Buy