Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Buy
2025
Q2
$415K Sell
2025
Q1
$276K Buy
2024
Q4
$268K Hold
2024
Q3
$233K Hold
2024
Q2
$205K Buy
2024
Q1
Sell
2023
Q4
$212K Buy
2023
Q1
Sell
2022
Q4
$145K Buy
2022
Q2
Sell
2022
Q1
$287K Hold
2021
Q4
$284K Hold
2021
Q3
$274K Buy