Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$641K Buy
2025
Q1
$346K Sell
2024
Q4
$478K Hold
2024
Q3
$506K Hold
2024
Q2
$465K Hold
2024
Q1
$399K Buy
2023
Q4
$288K Hold
2023
Q3
$234K Buy
2023
Q2
$0 Sell
2023
Q1
$199K Hold
2022
Q4
$208K Sell
2022
Q3
$398K Buy
2022
Q2
$413K Buy
2022
Q1
$306K Buy