Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Hold
2025
Q2
$169K Sell
2025
Q1
$153K Hold
2024
Q4
$228K Sell
2024
Q3
$314K Buy
2024
Q2
$304K Hold
2024
Q1
$535K Hold
2023
Q4
$735K Hold
2023
Q3
$791K Hold
2023
Q2
$651K Hold
2023
Q1
$733K Buy
2022
Q4
$338K Buy
2022
Q3
$168K Sell
2022
Q2
$214K Buy