Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$367K Sell
2025
Q1
$370K Sell
2024
Q4
$409K Buy
2024
Q3
$385K Sell
2024
Q2
$394K Sell
2024
Q1
$426K Hold
2023
Q4
$445K Hold
2023
Q3
$365K Buy
2023
Q2
$399K Buy
2023
Q1
$400K Hold
2022
Q4
$291K Buy