Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$568K Buy
2025
Q2
$576K Buy
2025
Q1
$486K Buy
2024
Q4
$429K Sell
2024
Q3
$453K Buy
2024
Q2
$319K Buy
2024
Q1
$352K Hold
2023
Q4
$301K Buy
2023
Q3
$214K Sell
2023
Q2
$208K Sell
2023
Q1
$206K Hold
2022
Q4
$221K Buy
2022
Q3
Sell
2022
Q2
$214K Buy
2022
Q1
Sell
2021
Q4
$202K Buy