Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$646K Hold
2025
Q2
$464K Hold
2025
Q1
$389K Hold
2024
Q4
$343K Buy
2024
Q3
$215K Buy
2024
Q2
$38K Buy
2023
Q3
Sell
2023
Q2
$15.7K Hold
2023
Q1
$18.1K Buy
2022
Q1
Sell
2021
Q4
$0 Buy