Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Hold
2025
Q2
$225K Sell
2025
Q1
$353K Hold
2024
Q4
$408K Hold
2024
Q3
$548K Hold
2024
Q2
$458K Hold
2024
Q1
$485K Hold
2023
Q4
$477K Hold
2023
Q3
$383K Hold
2023
Q2
$523K Hold
2023
Q1
$362K Hold
2022
Q4
$334K Hold
2022
Q3
$198K Hold
2022
Q2
$377K Hold
2022
Q1
$649K Buy
2021
Q4
$687K Buy