Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$680K Hold
2025
Q2
$650K Buy
2025
Q1
$363K Buy
2024
Q4
Sell
2024
Q3
$453K Hold
2024
Q2
$476K Hold
2024
Q1
$595K Hold
2023
Q4
$524K Hold
2023
Q3
$471K Hold
2023
Q2
$493K Hold
2023
Q1
$465K Hold
2022
Q4
$397K Hold
2022
Q3
$322K Hold
2022
Q2
$316K Hold
2022
Q1
$447K Hold
2021
Q4
$344K Hold
2021
Q3
$298K Buy