Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Buy
2025
Q2
$316K Hold
2025
Q1
$358K Hold
2024
Q4
$397K Buy
2024
Q3
$447K Buy
2024
Q2
$487K Sell
2024
Q1
$550K Buy
2023
Q4
$454K Sell
2023
Q3
$435K Sell
2023
Q2
$494K Sell
2023
Q1
$466K Buy
2022
Q4
$465K Hold
2022
Q3
$361K Buy
2022
Q2
$262K Hold
2022
Q1
$236K Hold
2021
Q4
$220K Buy
2021
Q3
$215K Buy