Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$257K Sell
2025
Q1
$282K Sell
2024
Q4
$281K Buy
2024
Q3
$302K Hold
2024
Q2
$241K Hold
2024
Q1
$232K Sell
2023
Q4
$251K Sell
2023
Q3
$271K Hold
2023
Q2
$238K Buy
2023
Q1
$215K Hold
2022
Q4
$239K Buy
2022
Q2
Sell
2022
Q1
$241K Buy