Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$234K Sell
2025
Q1
$307K Hold
2024
Q4
$558K Buy
2024
Q3
$408K Buy
2024
Q2
$270K Hold
2024
Q1
$288K Hold
2023
Q4
$132K Sell
2023
Q3
$105K Hold
2023
Q2
$110K Hold
2023
Q1
$117K Hold
2022
Q4
$143K Sell
2022
Q3
$474K Buy
2022
Q2
$723K Hold
2022
Q1
$959K Hold
2021
Q4
$1.02M Buy