Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Buy
2025
Q2
$362K Buy
2025
Q1
$225K Buy
2024
Q4
$164K Buy
2024
Q3
$88.3K Buy
2024
Q2
Sell
2024
Q1
$16.2K Hold
2023
Q4
$14K Hold
2023
Q3
$11.9K Hold
2023
Q2
$12.7K Buy
2022
Q2
Sell
2022
Q1
$4K Hold
2021
Q4
$6K Buy
2019
Q3
Sell
2019
Q2
$84K Hold
2019
Q1
$69K Buy