Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$452K Sell
2025
Q2
$542K Sell
2025
Q1
$482K Buy
2024
Q4
$600K Buy
2024
Q3
$344K Buy
2024
Q2
$263K Buy
2024
Q1
$270K Hold
2023
Q4
$245K Sell
2023
Q3
$5.36M Buy
2023
Q2
$226K Sell
2023
Q1
$306K Sell
2022
Q4
$307K Buy
2022
Q3
$217K Sell
2022
Q2
$250K Buy
2022
Q1
$328K Buy