Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$714K Sell
2025
Q1
$650K Buy
2024
Q4
$341K Buy
2024
Q3
$315K Hold
2024
Q2
$318K Buy
2024
Q1
$340K Sell
2023
Q4
$375K Buy
2023
Q3
$307K Hold
2023
Q2
$341K Hold
2023
Q1
$343K Buy
2022
Q4
$77.1K Sell
2022
Q3
$72K Sell
2022
Q2
$146K Buy
2022
Q1
$163K Buy