Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Hold
2025
Q2
$316K Hold
2025
Q1
$283K Hold
2024
Q4
$226K Hold
2024
Q3
$262K Hold
2024
Q2
$247K Sell
2024
Q1
$255K Hold
2023
Q4
$232K Hold
2023
Q3
$204K Hold
2023
Q2
$208K Hold
2023
Q1
$183K Sell
2022
Q4
$199K Hold
2022
Q3
$139K Buy
2022
Q2
$102K Buy