Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Buy
2025
Q2
$184K Buy
2025
Q1
$160K Hold
2024
Q4
$199K Hold
2024
Q3
$196K Buy
2024
Q2
$197K Hold
2024
Q1
$136K Hold
2023
Q4
$201K Sell
2023
Q3
$136K Sell
2023
Q2
$273K Hold
2023
Q1
$259K Hold
2022
Q4
$207K Sell
2022
Q3
$234K Hold
2022
Q2
$313K Hold
2022
Q1
$858K Hold
2021
Q4
$1.15M Buy
2021
Q3
$1.17M Buy
2021
Q2
$963K Buy