Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Buy
2025
Q2
$345K Sell
2025
Q1
$366K Hold
2024
Q4
$376K Hold
2024
Q3
$336K Sell
2024
Q2
$524K Buy
2024
Q1
$421K Buy
2023
Q4
$368K Hold
2023
Q3
$373K Hold
2023
Q2
$367K Buy
2023
Q1
$344K Buy
2022
Q4
$326K Buy