Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Hold
2025
Q2
$429K Hold
2025
Q1
$385K Hold
2024
Q4
$397K Hold
2024
Q3
$354K Sell
2024
Q2
$561K Hold
2024
Q1
$631K Hold
2023
Q4
$436K Sell
2023
Q3
$454K Buy
2023
Q2
$436K Sell
2023
Q1
$879K Buy
2022
Q4
$11.4K Buy