Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Sell
2025
Q2
$328K Sell
2025
Q1
$404K Sell
2024
Q4
$415K Hold
2024
Q3
$376K Buy
2024
Q2
$329K Sell
2024
Q1
$395K Sell
2023
Q4
$482K Sell
2023
Q3
$443K Buy
2023
Q2
$210K Hold
2023
Q1
$217K Hold
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$223K Sell
2021
Q4
$333K Hold
2021
Q3
$329K Hold
2021
Q2
$315K Buy