Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$230K Hold
2025
Q1
$266K Sell
2024
Q4
$223K Hold
2024
Q3
$228K Hold
2024
Q2
$248K Hold
2024
Q1
$256K Hold
2023
Q4
$242K Sell
2023
Q3
$296K Buy
2023
Q2
$228K Sell
2023
Q1
$223K Sell
2022
Q4
$270K Hold
2022
Q3
$208K Hold
2022
Q2
$202K Hold
2022
Q1
$204K Buy