Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$638K Buy
2025
Q2
$530K Sell
2025
Q1
$545K Hold
2024
Q4
$579K Sell
2024
Q3
$615K Buy
2024
Q2
$44K Hold
2024
Q1
$43.1K Hold
2023
Q4
$38.5K Hold
2023
Q3
$32.6K Hold
2023
Q2
$37K Hold
2023
Q1
$39K Hold
2022
Q4
$32K Hold
2022
Q3
$33K Hold
2022
Q2
$33K Buy
2022
Q1
$36K Hold
2021
Q4
$41K Buy