Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Buy
2025
Q2
$396K Sell
2025
Q1
$346K Buy
2024
Q4
$396K Hold
2024
Q3
$336K Hold
2024
Q2
$349K Hold
2024
Q1
$326K Hold
2023
Q4
$274K Buy
2022
Q3
Sell
2022
Q2
$380K Sell
2022
Q1
$596K Sell
2021
Q4
$1.13M Buy