Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364K Buy
2025
Q2
$326K Buy
2025
Q1
$344K Buy
2024
Q4
$258K Sell
2024
Q3
$309K Buy
2024
Q2
$282K Buy
2024
Q1
$222K Sell
2023
Q4
$206K Sell
2023
Q3
$220K Hold
2023
Q2
$207K Sell
2023
Q1
$225K Hold
2022
Q4
$336K Hold
2022
Q3
$233K Buy
2022
Q2
$229K Buy
2022
Q1
Sell
2021
Q4
$204K Buy