Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Buy
2025
Q2
$278K Sell
2025
Q1
$263K Buy
2024
Q4
$264K Buy
2024
Q3
$261K Sell
2024
Q2
$269K Sell
2024
Q1
$255K Buy
2023
Q3
Sell
2023
Q2
$219K Sell
2023
Q1
$252K Hold
2022
Q4
$230K Buy
2022
Q1
Sell
2021
Q4
$205K Buy