Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$996K Hold
2025
Q2
$632K Hold
2025
Q1
$737K Sell
2024
Q4
$481K Sell
2024
Q3
$788K Sell
2024
Q2
$832K Hold
2024
Q1
$837K Buy
2023
Q4
Sell
2023
Q3
$1K Hold
2023
Q2
$1K Hold
2023
Q1
$1K Hold
2022
Q4
$1K Hold
2022
Q3
$0 Hold
2022
Q2
$1K Hold
2022
Q1
$1K Sell
2021
Q4
$74K Buy