Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$35.7K Buy
2024
Q4
Sell
2024
Q3
$257K Hold
2024
Q2
$424K Hold
2024
Q1
$458K Hold
2023
Q4
$594K Hold
2023
Q3
$602K Hold
2023
Q2
$677K Buy
2023
Q1
$671K Buy
2022
Q4
$460K Buy
2022
Q3
$372K Buy
2022
Q2
$460K Buy
2022
Q1
$386K Hold
2021
Q4
$451K Buy