Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$473K Hold
2025
Q2
$468K Buy
2025
Q1
$514K Sell
2024
Q4
$432K Buy
2024
Q3
$530K Hold
2024
Q2
$514K Buy
2024
Q1
$466K Buy
2023
Q4
$470K Hold
2023
Q3
$439K Hold
2023
Q2
$363K Hold
2023
Q1
$395K Hold
2022
Q4
$429K Hold
2022
Q3
$368K Buy
2022
Q2
$385K Sell
2022
Q1
$392K Sell
2021
Q4
$365K Buy