Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$985K Buy
2025
Q2
$239K Sell
2025
Q1
$276K Hold
2024
Q4
$236K Buy
2024
Q3
$224K Hold
2024
Q2
$245K Hold
2024
Q1
$227K Hold
2023
Q4
$223K Sell
2023
Q3
$263K Hold
2023
Q2
$247K Hold
2023
Q1
$235K Sell
2022
Q4
$263K Buy
2022
Q3
$129K Buy
2022
Q2
$121K Hold
2022
Q1
$127K Buy