Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Sell
2025
Q2
$283K Buy
2025
Q1
$360K Buy
2024
Q4
$333K Buy
2024
Q3
$290K Buy
2024
Q2
$240K Hold
2024
Q1
$257K Hold
2023
Q4
$214K Buy
2023
Q3
Sell
2023
Q2
$206K Sell
2023
Q1
$192K Buy