Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$170K Buy
2025
Q1
$126K Hold
2024
Q4
$128K Hold
2024
Q3
$152K Buy
2024
Q2
$146K Buy
2024
Q1
$149K Buy
2023
Q4
$110K Buy
2023
Q3
$119K Buy
2023
Q2
$102K Sell
2023
Q1
$136K Hold
2022
Q4
$113K Buy
2022
Q3
$84.8K Buy
2022
Q2
$76.5K Buy
2022
Q1
$78.3K Buy
2021
Q4
$98K Buy