Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Buy
2025
Q2
$254K Sell
2025
Q1
$249K Hold
2024
Q4
$296K Hold
2024
Q3
$346K Buy
2024
Q2
$256K Sell
2024
Q1
$328K Buy
2023
Q4
$368K Hold
2023
Q3
$324K Hold
2023
Q2
$374K Hold
2023
Q1
$416K Hold
2022
Q4
$397K Buy
2022
Q3
$251K Buy