Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Sell
2025
Q2
$353K Hold
2025
Q1
$295K Hold
2024
Q4
$294K Buy
2024
Q3
Sell
2024
Q2
$275K Buy
2024
Q1
Sell
2023
Q4
$219K Buy
2023
Q3
Sell
2023
Q2
$245K Hold
2023
Q1
$271K Hold
2022
Q4
$250K Buy
2022
Q2
Sell
2022
Q1
$373K Hold
2021
Q4
$372K Buy
2021
Q3
$213K Buy