Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Sell
2025
Q2
$277K Hold
2025
Q1
$281K Hold
2024
Q4
$248K Buy
2024
Q3
$273K Hold
2024
Q2
$360K Buy
2024
Q1
$508K Hold
2023
Q4
$550K Hold
2023
Q3
$413K Hold
2023
Q2
$385K Sell
2023
Q1
$509K Hold
2022
Q4
$410K Buy