Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Buy
2025
Q2
$617K Sell
2025
Q1
$657K Sell
2024
Q4
$792K Sell
2024
Q3
$1.09M Sell
2024
Q2
$1.21M Sell
2024
Q1
$1.3M Buy
2023
Q4
$1.08M Buy
2023
Q3
$318K Buy
2023
Q2
$37.3K Buy
2023
Q1
$2.35K Hold
2022
Q4
$2.14K Hold
2022
Q3
$2K Hold
2022
Q2
$2K Hold
2022
Q1
$3K Hold
2021
Q4
$3K Hold
2021
Q3
$3K Buy