Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$396K Sell
2025
Q2
$459K Hold
2025
Q1
$358K Buy
2024
Q4
$349K Buy
2024
Q3
$338K Buy
2024
Q2
$352K Sell
2024
Q1
$499K Sell
2023
Q4
$763K Buy
2022
Q1
Sell
2021
Q4
$255K Buy
2021
Q3
$206K Buy