Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$622K Hold
2025
Q2
$483K Buy
2025
Q1
$133K Hold
2024
Q4
$158K Hold
2024
Q3
$162K Hold
2024
Q2
$134K Sell
2024
Q1
$122K Buy
2023
Q4
$100K Hold
2023
Q3
$101K Hold
2023
Q2
$113K Hold
2023
Q1
$88K Hold
2022
Q4
$78K Hold
2022
Q3
$58K Hold
2022
Q2
$66K Hold
2022
Q1
$79K Hold
2021
Q4
$83K Buy