Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2024
Q4
Sell
2024
Q3
$441K Buy
2024
Q2
$327K Buy
2024
Q1
$228K Hold
2023
Q4
$235K Hold
2023
Q3
$202K Hold
2023
Q2
$216K Hold
2023
Q1
$226K Hold
2022
Q4
$258K Sell
2022
Q3
$279K Sell
2022
Q2
$340K Buy
2022
Q1
$342K Buy
2021
Q4
$399K Buy