Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Hold
2025
Q2
$313K Sell
2025
Q1
$328K Sell
2024
Q4
$288K Buy
2024
Q3
$297K Hold
2024
Q2
$325K Hold
2024
Q1
$302K Buy
2023
Q4
$294K Buy
2023
Q3
$213K Buy
2023
Q2
$25.5K Sell
2023
Q1
$28.5K Hold
2022
Q4
$28.2K Hold
2022
Q3
$24K Buy
2022
Q2
$18K Hold
2022
Q1
$19K Buy