Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$441K Buy
2025
Q2
$347K Buy
2025
Q1
$275K Buy
2024
Q4
$190K Buy
2024
Q3
$219K Hold
2024
Q2
$207K Hold
2024
Q1
$199K Buy
2023
Q4
$158K Sell
2023
Q3
$155K Buy
2023
Q2
$157K Hold
2023
Q1
$138K Hold
2022
Q4
$142K Hold
2022
Q3
$99K Hold
2022
Q2
$115K Hold
2022
Q1
$123K Buy