Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$314K Sell
2025
Q1
$410K Buy
2024
Q4
$349K Hold
2024
Q3
$377K Hold
2024
Q2
$431K Buy
2024
Q1
$435K Buy
2023
Q4
$401K Buy
2023
Q3
$447K Hold
2023
Q2
$396K Sell
2023
Q1
$886K Buy
2022
Q4
$362K Sell
2022
Q3
$312K Hold
2022
Q2
$312K Sell
2022
Q1
$369K Buy