Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Hold
2025
Q2
$258K Hold
2025
Q1
$235K Hold
2024
Q4
$215K Hold
2024
Q3
$226K Buy
2023
Q4
Sell
2023
Q3
$232K Sell
2023
Q2
$253K Hold
2023
Q1
$251K Hold
2022
Q4
$262K Hold
2022
Q3
$209K Hold
2022
Q2
$276K Sell
2022
Q1
$342K Hold
2021
Q4
$397K Buy