Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Hold
2025
Q2
$399K Hold
2025
Q1
$385K Buy
2024
Q4
$235K Buy
2024
Q3
$191K Hold
2024
Q2
$143K Sell
2024
Q1
$148K Hold
2023
Q4
$153K Hold
2023
Q3
$131K Hold
2023
Q2
$140K Hold
2023
Q1
$147K Hold
2022
Q4
$168K Hold
2022
Q3
$155K Buy