Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Hold
2025
Q2
$601K Sell
2025
Q1
$650K Buy
2024
Q4
$292K Buy
2024
Q3
$246K Buy
2024
Q1
Sell
2023
Q4
$204K Hold
2023
Q3
$235K Hold
2023
Q2
$260K Sell
2023
Q1
$293K Sell
2022
Q4
$379K Buy
2022
Q3
$318K Sell
2022
Q2
$398K Buy
2022
Q1
$372K Sell
2021
Q4
$537K Buy