Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$264K Sell
2025
Q2
$317K Hold
2025
Q1
$354K Sell
2024
Q4
$302K Hold
2024
Q3
$373K Hold
2024
Q2
$362K Hold
2024
Q1
$329K Hold
2023
Q4
$333K Hold
2023
Q3
$311K Hold
2023
Q2
$257K Hold
2023
Q1
$280K Hold
2022
Q4
$304K Buy
2022
Q3
$247K Hold
2022
Q2
$266K Hold
2022
Q1
$265K Buy
2021
Q4
$242K Buy