Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Sell
2025
Q2
$288K Buy
2025
Q1
$238K Hold
2024
Q4
$269K Sell
2024
Q3
$289K Buy
2024
Q2
$332K Sell
2024
Q1
$330K Sell
2023
Q4
$350K Buy
2023
Q3
$262K Sell
2023
Q2
$251K Buy
2023
Q1
$221K Buy
2022
Q1
Sell
2021
Q4
$210K Buy