Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Hold
2025
Q2
$267K Sell
2025
Q1
$305K Sell
2024
Q4
$294K Sell
2024
Q3
$262K Buy
2024
Q2
$238K Hold
2024
Q1
$253K Buy
2023
Q4
$228K Sell
2023
Q3
$202K Sell
2023
Q2
$212K Buy
2023
Q1
Sell
2022
Q4
$184K Buy