Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$375K Hold
2025
Q2
$343K Sell
2025
Q1
$379K Hold
2024
Q4
$391K Sell
2024
Q3
$398K Buy
2024
Q2
$370K Sell
2024
Q1
$437K Hold
2023
Q4
$393K Buy
2023
Q3
$345K Buy
2023
Q2
$364K Hold
2023
Q1
$383K Buy
2022
Q4
$350K Hold
2022
Q3
$327K Sell
2022
Q2
$395K Buy
2022
Q1
$351K Buy