Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$448K Sell
2025
Q2
$426K Buy
2025
Q1
$361K Buy
2024
Q4
$391K Buy
2024
Q3
$318K Buy
2024
Q1
Sell
2023
Q4
$216K Sell
2023
Q3
$277K Sell
2023
Q2
$629K Hold
2023
Q1
$687K Hold
2022
Q4
$630K Sell
2022
Q3
$700K Hold
2022
Q2
$1.03M Hold
2022
Q1
$1.11M Hold
2021
Q4
$1.81M Buy
2021
Q3
$1.82M Buy