Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$406K Hold
2025
Q2
$361K Hold
2025
Q1
$365K Hold
2024
Q4
$318K Sell
2024
Q3
$385K Sell
2024
Q2
$408K Buy
2024
Q1
$404K Hold
2023
Q4
$349K Sell
2023
Q3
$377K Buy
2022
Q3
Sell
2022
Q2
$471K Hold
2022
Q1
$472K Buy