Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Sell
2025
Q2
$298K Hold
2025
Q1
$295K Hold
2024
Q4
$301K Hold
2024
Q3
$307K Hold
2024
Q2
$281K Hold
2024
Q1
$319K Hold
2023
Q4
$288K Hold
2023
Q3
$260K Hold
2023
Q2
$292K Hold
2023
Q1
$304K Sell
2022
Q4
$306K Hold
2022
Q3
$283K Sell
2022
Q2
$368K Buy