Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Hold
2025
Q2
$283K Sell
2025
Q1
$324K Hold
2024
Q4
$284K Hold
2024
Q3
$301K Buy
2024
Q2
$311K Hold
2024
Q1
$325K Sell
2023
Q4
$307K Hold
2023
Q3
$336K Hold
2023
Q2
$306K Buy
2023
Q1
$327K Sell
2022
Q4
$442K Hold
2022
Q3
$360K Hold
2022
Q2
$358K Hold
2022
Q1
$371K Sell
2021
Q4
$357K Buy