Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Hold
2025
Q2
$375K Hold
2025
Q1
$335K Hold
2024
Q4
$400K Hold
2024
Q3
$467K Hold
2024
Q2
$398K Buy
2024
Q1
$493K Hold
2023
Q4
$564K Hold
2023
Q3
$503K Sell
2023
Q2
$701K Sell
2023
Q1
$951K Hold
2022
Q4
$921K Buy