Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Sell
2025
Q2
$370K Sell
2025
Q1
$445K Buy
2024
Q4
$391K Sell
2024
Q3
$496K Buy
2024
Q2
$370K Sell
2024
Q1
$488K Buy
2023
Q4
Sell
2023
Q3
$67.2K Buy
2023
Q2
$71.8K Hold
2023
Q1
$75.4K Hold
2022
Q4
$86K Buy