Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2025
Q2
Sell
2025
Q1
$234K Buy
2024
Q4
Sell
2024
Q3
$226K Sell
2024
Q2
$238K Hold
2024
Q1
$217K Buy
2023
Q4
$219K Hold
2023
Q3
$204K Buy
2023
Q1
Sell
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$204K Buy