Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$631K Buy
2025
Q2
$176K Buy
2025
Q1
$142K Buy
2024
Q4
Sell
2024
Q3
$280K Hold
2024
Q2
$383K Buy
2024
Q1
$180K Hold
2023
Q4
$189K Hold
2023
Q3
$175K Sell
2023
Q2
$379K Buy
2023
Q1
$256K Sell
2022
Q4
$674K Sell
2022
Q3
$695K Buy
2022
Q2
$587K Buy
2022
Q1
$315K Hold
2021
Q4
$237K Hold
2021
Q3
$188K Buy