Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Buy
2025
Q2
$228K Buy
2025
Q1
$207K Buy
2024
Q4
$181K Buy
2024
Q3
$197K Hold
2024
Q2
$184K Buy
2024
Q1
$178K Buy
2023
Q4
$153K Sell
2023
Q3
$172K Buy
2023
Q2
$137K Sell
2023
Q1
$124K Buy
2022
Q4
$95.4K Sell
2022
Q3
$99K Buy
2022
Q2
$63K Buy
2022
Q1
$57K Buy
2021
Q4
$44K Buy