Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$6.32M Buy
2025
Q1
$163K Hold
2024
Q4
$229K Hold
2024
Q3
$166K Buy
2024
Q2
$67K Hold
2024
Q1
$69K Hold
2023
Q4
$63K Hold
2023
Q3
$66K Sell
2023
Q2
$66K Buy
2023
Q1
$75K Sell
2022
Q4
$76K Buy
2022
Q3
$57K Hold
2022
Q2
$64K Hold
2022
Q1
$85K Hold
2021
Q4
$108K Hold
2021
Q3
$72K Buy