Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$576K Sell
2025
Q2
$310K Buy
2025
Q1
$96.8K Hold
2024
Q4
$139K Hold
2024
Q3
$146K Buy
2024
Q1
Sell
2023
Q4
$894K Hold
2023
Q3
$585K Buy
2023
Q2
$596K Buy
2023
Q1
$536K Buy
2022
Q4
$616K Sell
2022
Q3
$1.13M Buy
2022
Q2
$609K Buy
2022
Q1
$530K Buy
2021
Q4
$546K Buy