Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Hold
2025
Q2
$307K Sell
2025
Q1
$320K Sell
2024
Q4
$298K Hold
2024
Q3
$260K Sell
2024
Q2
$255K Hold
2024
Q1
$271K Sell
2023
Q4
$266K Hold
2023
Q3
$235K Hold
2023
Q2
$243K Hold
2023
Q1
$230K Hold
2022
Q4
$212K Buy
2022
Q3
Sell
2022
Q2
$201K Buy