Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$313K Sell
2025
Q2
$454K Hold
2025
Q1
$410K Hold
2024
Q4
$420K Hold
2024
Q3
$435K Sell
2024
Q2
$460K Buy
2024
Q1
$485K Hold
2023
Q4
$439K Buy
2023
Q3
$335K Buy
2023
Q2
$256K Hold
2023
Q1
$234K Hold
2022
Q4
$272K Hold
2022
Q3
$213K Buy