Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2025
Q2
$408K Hold
2025
Q1
$310K Hold
2024
Q4
$310K Hold
2024
Q3
$401K Hold
2024
Q2
$473K Hold
2024
Q1
$453K Hold
2023
Q4
$362K Buy
2023
Q3
$430K Buy
2023
Q2
$249K Hold
2023
Q1
$248K Buy
2022
Q1
Sell
2021
Q4
$209K Sell
2021
Q3
$375K Buy
2021
Q2
$322K Buy
2021
Q1
$231K Buy