Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Hold
2025
Q2
$395K Hold
2025
Q1
$410K Sell
2024
Q4
$370K Hold
2024
Q3
$344K Hold
2024
Q2
$329K Hold
2024
Q1
$321K Buy
2023
Q4
$272K Hold
2023
Q3
$263K Hold
2023
Q2
$251K Hold
2023
Q1
$255K Buy