Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Hold
2025
Q2
$488K Sell
2025
Q1
$703K Buy
2024
Q4
$301K Buy
2024
Q3
$18.2K Buy
2023
Q1
Sell
2022
Q4
$250K Buy
2022
Q3
Sell
2022
Q2
$206K Buy
2022
Q1
$254K Hold
2021
Q4
$289K Buy