Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Hold
2025
Q2
$240K Buy
2025
Q1
Sell
2024
Q4
$208K Hold
2024
Q3
$213K Hold
2024
Q2
$307K Sell
2024
Q1
$2.52M Hold
2023
Q4
$1.97M Hold
2023
Q3
$1.53M Hold
2023
Q2
$1.88M Buy
2023
Q1
$1.29M Hold
2022
Q4
$1.04M Hold
2022
Q3
$789K Hold
2022
Q2
$904K Buy