Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Hold
2025
Q2
$257K Hold
2025
Q1
$239K Hold
2024
Q4
$232K Hold
2024
Q3
$298K Hold
2024
Q2
$314K Hold
2024
Q1
$393K Hold
2023
Q4
$345K Sell
2023
Q3
$313K Hold
2023
Q2
$328K Sell
2023
Q1
$311K Buy
2022
Q4
$263K Hold
2022
Q3
$210K Hold
2022
Q2
$210K Sell
2022
Q1
$300K Hold
2021
Q4
$230K Buy