Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Buy
2025
Q2
$241K Sell
2025
Q1
$202K Sell
2024
Q4
$188K Sell
2024
Q3
$238K Buy
2024
Q2
$184K Buy
2024
Q1
$136K Buy
2023
Q4
$107K Sell
2023
Q3
$83.6K Sell
2023
Q2
$95.6K Sell
2023
Q1
$1.41M Buy
2022
Q4
$1.1M Sell
2022
Q3
$1.2M Buy
2022
Q2
$843K Buy
2022
Q1
$22K Hold
2021
Q4
$25K Buy
2021
Q3
$8K Buy