Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Sell
2025
Q2
$286K Hold
2025
Q1
$296K Buy
2024
Q4
$281K Sell
2024
Q3
$323K Hold
2024
Q2
$303K Hold
2024
Q1
$336K Buy
2023
Q4
$260K Sell
2023
Q3
$337K Buy
2023
Q2
$313K Sell
2023
Q1
$322K Buy
2022
Q4
$273K Buy