Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$407K Buy
2025
Q1
$417K Sell
2024
Q4
$517K Hold
2024
Q3
$517K Buy
2024
Q2
$482K Sell
2024
Q1
$559K Sell
2023
Q4
$574K Sell
2023
Q3
$588K Sell
2023
Q2
$578K Sell
2023
Q1
$528K Buy
2022
Q4
$445K Buy