Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Sell
2025
Q2
$370K Hold
2025
Q1
$362K Hold
2024
Q4
$346K Hold
2024
Q3
$332K Hold
2024
Q2
$291K Hold
2024
Q1
$295K Hold
2023
Q4
$294K Hold
2023
Q3
$274K Hold
2023
Q2
$303K Hold
2023
Q1
$311K Hold
2022
Q4
$319K Sell
2022
Q3
$310K Hold
2022
Q2
$353K Buy
2022
Q1
$376K Buy