Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Hold
2025
Q2
$187K Buy
2025
Q1
$111K Buy
2024
Q4
$170K Hold
2024
Q3
$110K Buy
2024
Q2
$71.2K Sell
2024
Q1
$129K Hold
2023
Q4
$182K Hold
2023
Q3
$183K Sell
2023
Q2
$238K Buy
2023
Q1
$187K Hold
2022
Q4
$111K Hold
2022
Q3
$240K Buy
2022
Q2
$189K Sell
2022
Q1
$388K Hold
2021
Q4
$380K Buy