Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Hold
2025
Q2
$135K Hold
2025
Q1
$227K Hold
2024
Q4
$364K Hold
2024
Q3
$285K Hold
2024
Q2
$265K Hold
2024
Q1
$347K Hold
2023
Q4
$480K Hold
2023
Q3
$457K Sell
2023
Q2
$1.21M Hold
2023
Q1
$1.11M Sell
2022
Q4
$1.21M Sell
2022
Q3
$5.53M Hold
2022
Q2
$3.98M Hold
2022
Q1
$5.16M Sell
2021
Q4
$6.91M Buy