Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$197K Buy
2025
Q1
$50K Buy
2024
Q4
$39K Buy
2024
Q3
$43K Buy
2024
Q2
$41K Hold
2024
Q1
$44K Sell
2023
Q4
$150K Buy
2023
Q3
$112K Buy
2023
Q2
$27K Sell
2023
Q1
$59K Sell
2022
Q4
$50K Sell
2022
Q3
$116K Sell
2022
Q2
$190K Buy
2022
Q1
$126K Buy
2021
Q4
$130K Buy