Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$376K Sell
2025
Q1
$407K Sell
2024
Q4
$359K Sell
2024
Q3
$446K Hold
2024
Q2
$420K Buy
2023
Q4
$410K Sell
2023
Q3
$412K Sell
2023
Q2
$413K Sell
2023
Q1
$416K Buy
2022
Q4
$360K Buy
2022
Q2
Sell
2022
Q1
$646K Hold
2021
Q4
$654K Buy