Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Hold
2025
Q2
$267K Hold
2025
Q1
$266K Sell
2024
Q4
$224K Hold
2024
Q3
$281K Sell
2024
Q2
$272K Buy
2024
Q1
$295K Hold
2023
Q4
$243K Buy
2023
Q3
$231K Sell
2023
Q2
$230K Hold
2023
Q1
$210K Hold
2022
Q4
$272K Hold
2022
Q3
$228K Sell
2022
Q2
$217K Buy