Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q1
$194K Buy
2024
Q4
$284K Buy
2024
Q3
Sell
2024
Q2
$404K Buy
2024
Q1
$173K Buy
2023
Q4
$268K Sell
2023
Q3
$497K Hold
2023
Q2
$714K Hold
2023
Q1
$590K Buy
2022
Q4
$267K Sell
2022
Q3
$485K Buy
2022
Q2
$191K Hold
2022
Q1
$305K Buy