Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Hold
2025
Q2
$457K Buy
2025
Q1
$475K Hold
2024
Q4
$406K Hold
2024
Q3
$428K Buy
2024
Q2
$448K Hold
2024
Q1
$416K Hold
2023
Q4
$409K Hold
2023
Q3
$400K Hold
2023
Q2
$375K Sell
2023
Q1
$399K Sell
2022
Q4
$446K Hold
2022
Q3
$390K Hold
2022
Q2
$409K Sell
2022
Q1
$490K Buy