Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$223K Buy
2023
Q3
Sell
2023
Q2
$229K Buy
2023
Q1
$213K Hold
2022
Q4
$218K Hold
2022
Q3
$232K Buy
2022
Q2
Sell
2022
Q1
$243K Buy
2021
Q4
$291K Sell
2021
Q3
$348K Buy
2021
Q2
$254K Hold
2021
Q1
$259K Buy