Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Sell
2025
Q2
$581K Hold
2025
Q1
$609K Hold
2024
Q4
$537K Hold
2024
Q3
$503K Hold
2024
Q2
$477K Hold
2024
Q1
$468K Hold
2023
Q4
$410K Hold
2023
Q3
$400K Hold
2023
Q2
$383K Sell
2023
Q1
$393K Hold
2022
Q4
$374K Hold
2022
Q3
$339K Buy
2022
Q2
$238K Hold
2022
Q1
$278K Buy