Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Buy
2025
Q2
$322K Hold
2025
Q1
$335K Buy
2024
Q4
$254K Hold
2024
Q3
$268K Hold
2024
Q2
$293K Hold
2024
Q1
$272K Buy
2023
Q4
$242K Sell
2023
Q3
$254K Buy
2023
Q2
$232K Hold
2023
Q1
$222K Buy
2022
Q2
Sell
2022
Q1
$201K Buy