Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Buy
2025
Q2
$258K Buy
2025
Q1
$192K Hold
2024
Q4
$178K Sell
2024
Q3
$236K Buy
2024
Q2
$191K Buy
2024
Q1
$156K Buy
2023
Q4
$2K Hold
2023
Q3
$2K Hold
2023
Q2
$2K Sell
2023
Q1
$2K Sell
2022
Q4
$118K Buy
2022
Q3
$93K Buy
2022
Q2
$96K Buy
2022
Q1
$110K Sell
2021
Q4
$130K Buy
2021
Q3
$100K Buy