Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$306K Buy
2025
Q1
$204K Buy
2024
Q4
$250K Sell
2024
Q3
$138K Hold
2024
Q2
$154K Hold
2024
Q1
$109K Sell
2023
Q4
$916K Sell
2023
Q3
$3.31M Buy
2023
Q2
$1.12M Buy
2023
Q1
$719K Buy
2022
Q4
$354K Buy
2022
Q3
$514K Buy
2022
Q2
$102K Buy
2022
Q1
$115K Hold
2021
Q4
$115K Hold
2021
Q3
$139K Buy