Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Sell
2025
Q2
$202K Hold
2025
Q1
$181K Hold
2024
Q4
$270K Buy
2024
Q3
$179K Buy
2024
Q2
$93.2K Sell
2024
Q1
$437K Sell
2023
Q4
$648K Sell
2023
Q3
$703K Sell
2023
Q2
$682K Buy
2023
Q1
$693K Buy
2022
Q4
$194K Sell
2022
Q3
$561K Sell
2022
Q2
$1.08M Sell
2022
Q1
$1.7M Buy
2021
Q4
$3.11M Buy