Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Buy
2025
Q2
$530K Hold
2025
Q1
$445K Buy
2024
Q4
$399K Hold
2024
Q3
$401K Hold
2024
Q2
$319K Buy
2024
Q1
$341K Hold
2023
Q4
$292K Buy
2023
Q3
$229K Buy
2023
Q2
$2.55K Hold
2023
Q1
$2.47K Hold
2022
Q4
$2.71K Hold
2022
Q3
$2K Sell
2022
Q2
$134K Hold
2022
Q1
$115K Buy
2021
Q4
$97K Sell
2021
Q3
$152K Sell
2021
Q2
$195K Sell
2021
Q1
$226K Buy