Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Hold
2025
Q2
$319K Sell
2025
Q1
$313K Sell
2024
Q4
$253K Buy
2024
Q3
$243K Sell
2024
Q2
$223K Buy
2024
Q1
$204K Sell
2023
Q4
$213K Sell
2023
Q3
$227K Buy
2023
Q2
$220K Buy
2023
Q1
$263K Buy
2022
Q4
$160K Hold
2022
Q3
$160K Buy