Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Hold
2025
Q2
$319K Hold
2025
Q1
$282K Sell
2024
Q4
$268K Sell
2024
Q3
$267K Hold
2024
Q2
$235K Hold
2024
Q1
$227K Sell
2023
Q4
$198K Sell
2023
Q3
$264K Sell
2023
Q2
$289K Hold
2023
Q1
$267K Sell
2022
Q4
$231K Buy