Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Sell
2025
Q2
$325K Hold
2025
Q1
$294K Sell
2024
Q4
$359K Sell
2024
Q3
$346K Hold
2024
Q2
$414K Hold
2024
Q1
$338K Buy
2023
Q4
$661K Hold
2023
Q3
$684K Hold
2023
Q2
$469K Hold
2023
Q1
$436K Hold
2022
Q4
$519K Buy
2022
Q3
$363K Sell
2022
Q2
$475K Buy