Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$702K Sell
2025
Q2
$625K Buy
2025
Q1
$572K Buy
2024
Q4
$40.3K Buy
2023
Q4
Sell
2023
Q3
$910 Hold
2023
Q2
$955 Hold
2023
Q1
$1.01K Buy
2018
Q1
Sell
2017
Q4
$1K Buy