Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$157K Sell
2025
Q2
$136K Buy
2025
Q1
$109K Hold
2024
Q4
$113K Hold
2024
Q3
$91.3K Hold
2024
Q2
$85.3K Buy
2024
Q1
$71K Sell
2023
Q4
$731K Hold
2023
Q3
$768K Hold
2023
Q2
$744K Hold
2023
Q1
$653K Hold
2022
Q4
$699K Buy
2022
Q3
$378K Buy
2022
Q2
$184K Buy
2022
Q1
$116K Buy