Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Hold
2025
Q2
$346K Sell
2025
Q1
$325K Hold
2024
Q4
$340K Sell
2024
Q3
$529K Sell
2024
Q2
$438K Sell
2024
Q1
$535K Hold
2023
Q4
$495K Hold
2023
Q3
$366K Hold
2023
Q2
$471K Hold
2023
Q1
$406K Sell
2022
Q4
$398K Buy
2022
Q3
$350K Sell
2022
Q2
$409K Sell
2022
Q1
$531K Buy