Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q2
$237K Hold
2025
Q1
$250K Hold
2024
Q4
$233K Hold
2024
Q3
$251K Hold
2024
Q2
$201K Sell
2024
Q1
$623K Buy
2023
Q4
$598K Hold
2023
Q3
$556K Sell
2023
Q2
$520K Sell
2023
Q1
$483K Hold
2022
Q4
$539K Sell
2022
Q3
$459K Buy
2022
Q2
$438K Buy