Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Hold
2025
Q2
$431K Buy
2025
Q1
$435K Buy
2024
Q4
$438K Sell
2024
Q3
$436K Sell
2024
Q2
$393K Buy
2024
Q1
$354K Sell
2023
Q4
$403K Buy
2023
Q3
$274K Buy
2023
Q2
$248K Buy
2023
Q1
$216K Sell
2022
Q4
$220K Buy