Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2025
Q2
$205K Buy
2025
Q1
$171K Buy
2024
Q4
$148K Buy
2024
Q3
$144K Hold
2024
Q2
$113K Sell
2024
Q1
$130K Buy
2023
Q4
$107K Sell
2023
Q3
$93.4K Buy
2023
Q2
$87.4K Buy
2023
Q1
$83.9K Buy
2022
Q4
$66.9K Buy
2022
Q3
$53.1K Buy