Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Hold
2025
Q2
$289K Sell
2025
Q1
$418K Buy
2024
Q4
$418K Hold
2024
Q3
$504K Buy
2024
Q2
$447K Buy
2024
Q1
$522K Buy
2023
Q4
$477K Sell
2023
Q3
$429K Sell
2023
Q2
$496K Buy
2023
Q1
$433K Buy
2022
Q4
$347K Buy
2022
Q3
$296K Hold
2022
Q2
$354K Buy