Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$674K Buy
2025
Q2
$246K Hold
2025
Q1
$257K Hold
2024
Q4
$221K Sell
2024
Q3
$355K Hold
2024
Q2
$294K Buy
2024
Q1
$306K Hold
2023
Q4
$329K Hold
2023
Q3
$296K Hold
2023
Q2
$305K Sell
2023
Q1
$346K Buy
2022
Q4
$289K Hold
2022
Q3
$178K Hold
2022
Q2
$210K Hold
2022
Q1
$191K Buy