Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398K Buy
2025
Q2
$290K Buy
2025
Q1
$333K Hold
2024
Q4
$190K Hold
2024
Q3
$196K Buy
2024
Q2
$101K Sell
2024
Q1
$115K Sell
2023
Q4
$227K Buy
2023
Q3
$282K Buy
2023
Q2
$198K Sell
2023
Q1
$167K Sell
2022
Q4
$204K Buy