Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$412K Buy
2024
Q4
Sell
2024
Q3
$626K Buy
2024
Q2
$284K Sell
2024
Q1
$296K Buy
2023
Q4
$287K Hold
2023
Q3
$306K Buy
2023
Q2
$294K Buy
2023
Q1
$285K Buy
2022
Q4
$248K Buy
2022
Q3
$202K Buy
2022
Q2
$203K Hold
2022
Q1
$236K Sell
2021
Q4
$575K Buy
2021
Q3
$479K Hold
2021
Q2
$466K Buy
2021
Q1
$440K Buy