Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Hold
2025
Q2
$155K Sell
2025
Q1
$211K Buy
2024
Q4
$189K Sell
2024
Q3
$230K Hold
2024
Q2
$273K Buy
2024
Q1
$225K Hold
2023
Q4
$207K Hold
2023
Q3
$211K Sell
2023
Q2
$264K Buy
2023
Q1
$204K Buy
2022
Q4
$157K Sell
2022
Q3
$172K Buy
2022
Q2
$161K Buy