Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Sell
2025
Q2
$785K Buy
2025
Q1
$686K Sell
2024
Q4
$924K Buy
2024
Q3
$796K Buy
2024
Q2
$648K Buy
2024
Q1
$440K Buy
2023
Q4
$80.5K Sell
2023
Q3
$140K Sell
2023
Q2
$148K Hold
2023
Q1
$138K Sell
2022
Q4
$133K Buy