Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$231K Sell
2025
Q1
$343K Hold
2024
Q4
$347K Hold
2024
Q3
$315K Sell
2024
Q2
$1.22M Buy
2024
Q1
$1.04M Buy
2023
Q4
$664K Buy
2022
Q2
Sell
2022
Q1
$912K Sell
2021
Q4
$822K Buy
2021
Q3
$707K Buy