Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Sell
2025
Q2
$441K Buy
2025
Q1
$455K Buy
2024
Q4
$388K Buy
2024
Q3
$387K Buy
2024
Q2
$415K Hold
2024
Q1
$385K Buy
2023
Q4
$345K Sell
2023
Q3
$354K Buy
2023
Q2
$286K Hold
2023
Q1
$273K Buy
2022
Q4
$267K Hold
2022
Q3
$233K Buy
2022
Q2
$240K Buy