Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Buy
2025
Q2
$290K Buy
2025
Q1
$315K Buy
2024
Q4
$283K Buy
2024
Q3
$323K Buy
2024
Q2
$372K Hold
2024
Q1
$372K Buy
2023
Q4
$307K Sell
2023
Q3
$313K Sell
2023
Q2
$477K Buy
2023
Q1
$437K Sell
2022
Q4
$509K Sell
2022
Q3
$431K Sell
2022
Q2
$467K Buy
2022
Q1
$405K Buy
2021
Q4
$378K Buy