Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Hold
2025
Q2
$479K Buy
2025
Q1
$178K Hold
2024
Q4
$189K Sell
2024
Q3
$376K Sell
2024
Q2
$467K Buy
2024
Q1
$533K Buy
2023
Q4
$531K Sell
2023
Q3
$387K Sell
2023
Q2
$695K Sell
2023
Q1
$582K Buy
2022
Q4
$598K Buy
2022
Q3
$38K Hold
2022
Q2
$32K Hold
2022
Q1
$39K Hold
2021
Q4
$62K Buy