Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$427K Buy
2025
Q2
$398K Sell
2025
Q1
$358K Buy
2024
Q4
$377K Hold
2024
Q3
$399K Hold
2024
Q2
$356K Hold
2024
Q1
$397K Sell
2023
Q4
$947K Buy
2023
Q3
$807K Buy
2023
Q2
$940K Sell
2023
Q1
$959K Buy
2022
Q4
$997K Sell
2022
Q3
$877K Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.01M Hold
2021
Q4
$957K Buy