Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$288K Hold
2025
Q2
$293K Sell
2025
Q1
$306K Buy
2024
Q4
$289K Sell
2024
Q3
$479K Buy
2024
Q2
$254K Buy
2024
Q1
$110K Hold
2023
Q4
$127K Hold
2023
Q3
$112K Hold
2023
Q2
$129K Sell
2023
Q1
$144K Hold
2022
Q4
$138K Hold
2022
Q3
$98K Hold
2022
Q2
$120K Hold
2022
Q1
$158K Hold
2021
Q4
$196K Buy