Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Buy
2025
Q2
$260K Hold
2025
Q1
$251K Hold
2024
Q4
$221K Hold
2024
Q3
$234K Hold
2024
Q2
$175K Sell
2024
Q1
$181K Sell
2023
Q4
$218K Sell
2023
Q3
$252K Sell
2023
Q2
$298K Hold
2023
Q1
$313K Sell
2022
Q4
$377K Hold
2022
Q3
$348K Sell
2022
Q2
$458K Sell
2022
Q1
$719K Sell
2021
Q4
$917K Buy