Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Hold
2025
Q2
$227K Sell
2025
Q1
$234K Buy
2024
Q4
$261K Buy
2024
Q3
$171K Buy
2024
Q2
$108K Buy
2024
Q1
Hold
2023
Q1
Sell
2022
Q4
$106K Hold
2022
Q3
$168K Buy
2022
Q2
$102K Buy
2022
Q1
$111K Buy