Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$498K Buy
2023
Q4
Sell
2023
Q3
$63K Buy
2023
Q2
$87K Sell
2023
Q1
$439K Hold
2022
Q4
$436K Hold
2022
Q3
$361K Buy
2022
Q2
$70.3K Hold
2022
Q1
$82.6K Hold
2021
Q4
$119K Hold
2021
Q3
$138K Sell
2021
Q2
$814K Hold
2021
Q1
$865K Hold
2020
Q4
$918K Buy