Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$545K Sell
2025
Q2
$611K Buy
2025
Q1
$641K Buy
2024
Q4
$760K Sell
2024
Q3
$734K Buy
2023
Q2
Sell
2023
Q1
$18K Hold
2022
Q4
$16K Hold
2022
Q3
$17K Hold
2022
Q2
$20K Hold
2022
Q1
$25K Sell
2021
Q4
$79K Buy
2021
Q3
$5K Buy