Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$224K Buy
2024
Q3
$248K Hold
2024
Q2
$296K Hold
2024
Q1
$277K Buy
2023
Q4
$262K Hold
2023
Q3
$232K Hold
2023
Q2
$332K Hold
2023
Q1
$306K Buy
2022
Q1
$240K Hold
2021
Q4
$285K Hold
2021
Q3
$422K Hold
2021
Q2
$570K Buy