Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Hold
2025
Q2
$338K Sell
2025
Q1
$414K Buy
2024
Q4
$488K Hold
2024
Q3
$669K Hold
2024
Q2
$729K Hold
2024
Q1
$782K Buy
2023
Q4
$367K Hold
2023
Q3
$319K Buy
2023
Q2
$300K Hold
2023
Q1
$233K Hold
2022
Q4
$233K Hold
2022
Q3
$220K Hold
2022
Q2
$260K Hold
2022
Q1
$291K Buy