Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$654K Buy
2025
Q2
$600K Sell
2025
Q1
$501K Buy
2024
Q4
$502K Buy
2024
Q3
$430K Sell
2024
Q2
$532K Buy
2024
Q1
$153K Buy
2023
Q4
$126K Buy
2023
Q3
$20.1K Hold
2023
Q2
$22.2K Hold
2023
Q1
$22.3K Hold
2022
Q4
$20K Hold
2022
Q3
$13K Hold
2022
Q2
$14K Hold
2022
Q1
$20K Hold
2021
Q4
$21.1K Buy