Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
$229K Sell
2025
Q1
$275K Hold
2024
Q4
$272K Sell
2024
Q3
$336K Sell
2024
Q2
$316K Sell
2024
Q1
$384K Hold
2023
Q4
$448K Hold
2023
Q3
$394K Hold
2023
Q2
$390K Hold
2023
Q1
$377K Hold
2022
Q4
$332K Buy
2022
Q3
$324K Sell
2022
Q2
$380K Hold
2022
Q1
$417K Sell
2021
Q4
$546K Buy