Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Sell
2025
Q2
$351K Sell
2025
Q1
$399K Sell
2024
Q4
$352K Sell
2024
Q3
$435K Buy
2024
Q2
$439K Sell
2024
Q1
$460K Sell
2023
Q4
$537K Hold
2023
Q3
$587K Sell
2023
Q2
$635K Hold
2023
Q1
$683K Hold
2022
Q4
$629K Hold
2022
Q3
$514K Sell
2022
Q2
$915K Buy