Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$216K Sell
2025
Q1
$386K Buy
2024
Q4
$315K Hold
2024
Q3
$332K Hold
2024
Q2
$363K Sell
2024
Q1
$341K Buy
2023
Q4
$329K Buy
2023
Q3
$311K Buy
2023
Q2
$268K Hold
2023
Q1
$255K Hold
2022
Q4
$252K Hold
2022
Q3
$221K Buy
2022
Q2
$232K Buy