Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$501K Buy
2025
Q2
$322K Buy
2025
Q1
$262K Buy
2024
Q4
$259K Buy
2024
Q3
$309K Hold
2024
Q2
$393K Buy
2024
Q1
$339K Hold
2023
Q4
$239K Hold
2023
Q3
$201K Hold
2023
Q2
$248K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$272K Hold
2021
Q3
$255K Hold
2021
Q2
$236K Hold
2021
Q1
$211K Buy