Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Hold
2025
Q2
$212K Buy
2024
Q4
Sell
2024
Q3
$248K Sell
2024
Q2
$737K Sell
2024
Q1
$1.38M Sell
2023
Q4
$1.51M Buy
2023
Q3
$248K Hold
2023
Q2
$260K Hold
2023
Q1
$245K Hold
2022
Q4
$209K Buy
2022
Q2
Sell
2022
Q1
$235K Buy