Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Hold
2025
Q2
$309K Hold
2025
Q1
$335K Hold
2024
Q4
$377K Buy
2024
Q3
$207K Hold
2024
Q2
$187K Hold
2024
Q1
$153K Hold
2023
Q4
$171K Sell
2023
Q3
$163K Buy
2023
Q2
$173K Hold
2023
Q1
$147K Hold
2022
Q4
$116K Hold
2022
Q3
$123K Sell
2022
Q2
$1.22M Hold
2022
Q1
$1.56M Hold
2021
Q4
$1.59M Buy