Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$453K Hold
2025
Q2
$473K Hold
2025
Q1
$399K Buy
2024
Q4
$321K Sell
2024
Q3
$345K Hold
2024
Q2
$270K Hold
2024
Q1
$298K Buy
2023
Q4
$141K Hold
2023
Q3
$121K Hold
2023
Q2
$115K Hold
2023
Q1
$113K Buy
2022
Q4
$50.2K Hold
2022
Q3
$42K Hold
2022
Q2
$50K Hold
2022
Q1
$46K Buy
2021
Q4
$44K Buy