Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Hold
2025
Q2
$269K Sell
2025
Q1
$255K Sell
2024
Q4
$303K Hold
2024
Q3
$372K Hold
2024
Q2
$397K Hold
2024
Q1
$336K Hold
2023
Q4
$280K Sell
2023
Q3
$235K Hold
2023
Q2
$248K Sell
2023
Q1
$222K Sell
2022
Q4
$229K Buy
2022
Q1
Sell
2021
Q4
$8K Buy