Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Hold
2025
Q2
$248K Buy
2025
Q1
$216K Hold
2024
Q4
$263K Hold
2024
Q3
$310K Hold
2024
Q2
$315K Buy
2024
Q1
$385K Sell
2023
Q4
$382K Hold
2023
Q3
$334K Hold
2023
Q2
$414K Buy
2023
Q1
$308K Hold
2022
Q4
$293K Buy
2022
Q3
$294K Buy
2022
Q1
Sell
2021
Q4
$60K Hold
2021
Q3
$81K Buy