Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q2
$266K Buy
2025
Q1
$211K Buy
2024
Q4
$252K Buy
2024
Q3
$242K Buy
2024
Q2
$229K Buy
2024
Q1
$274K Hold
2023
Q4
$220K Buy
2023
Q1
Sell
2022
Q4
$332K Buy
2022
Q3
$330K Hold
2022
Q2
$314K Buy
2022
Q1
$377K Buy
2021
Q4
Sell
2021
Q3
$187K Buy