Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$243K Sell
2025
Q1
$274K Buy
2024
Q2
Sell
2024
Q1
$249K Sell
2023
Q4
$268K Sell
2023
Q3
$263K Sell
2023
Q2
$285K Sell
2023
Q1
$322K Sell
2022
Q4
$301K Buy
2022
Q3
$234K Buy
2022
Q2
$204K Buy
2022
Q1
$238K Hold
2021
Q4
$238K Buy