Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$201K Sell
2025
Q1
$501K Sell
2024
Q4
$2.29M Sell
2024
Q3
$2.73M Buy
2024
Q2
$1.96M Sell
2024
Q1
$2.21M Buy
2023
Q4
$2.03M Sell
2023
Q3
$2.09M Buy
2023
Q2
$268K Sell
2023
Q1
$258K Sell
2022
Q4
$241K Hold
2022
Q3
$202K Buy
2022
Q2
$266K Hold
2022
Q1
$317K Sell
2021
Q4
$342K Sell
2021
Q3
$392K Buy
2021
Q2
$385K Hold
2021
Q1
$365K Hold
2020
Q4
$354K Buy