Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$435K Hold
2025
Q1
$344K Hold
2024
Q4
$546K Hold
2024
Q3
$714K Hold
2024
Q2
$942K Hold
2024
Q1
$1.27M Buy
2023
Q4
$1.19M Buy
2023
Q3
$945K Buy
2023
Q2
$702K Hold
2023
Q1
$675K Hold
2022
Q4
$683K Hold
2022
Q3
$527K Buy