Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Hold
2025
Q2
$318K Sell
2025
Q1
$279K Hold
2024
Q4
$269K Hold
2024
Q3
$398K Hold
2024
Q2
$447K Hold
2024
Q1
$442K Hold
2023
Q4
$434K Buy
2023
Q3
$358K Hold
2023
Q2
$383K Hold
2023
Q1
$381K Hold
2022
Q4
$340K Hold
2022
Q3
$298K Hold
2022
Q2
$354K Sell
2022
Q1
$1.05M Buy
2021
Q4
$587K Buy