Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Hold
2025
Q2
$442K Hold
2025
Q1
$373K Hold
2024
Q4
$330K Hold
2024
Q3
$332K Hold
2024
Q2
$259K Hold
2024
Q1
$286K Buy
2022
Q4
$13M Buy
2022
Q3
$178K Hold
2022
Q2
$212K Buy
2022
Q1
$96K Hold
2021
Q4
$99K Buy