Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Hold
2025
Q2
$331K Hold
2025
Q1
$328K Hold
2024
Q4
$381K Hold
2024
Q3
$443K Sell
2024
Q2
$489K Buy
2024
Q1
$440K Sell
2023
Q4
$648K Hold
2023
Q3
$554K Buy
2023
Q2
$499K Buy
2023
Q1
$391K Hold
2022
Q4
$341K Buy
2022
Q3
$219K Sell
2022
Q2
$299K Buy
2022
Q1
$362K Buy
2021
Q4
$448K Buy