Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Hold
2025
Q2
$215K Hold
2025
Q1
$238K Sell
2024
Q4
$378K Hold
2024
Q3
$400K Sell
2024
Q2
$377K Buy
2024
Q1
$376K Buy
2023
Q4
$368K Buy
2023
Q3
$325K Buy
2023
Q2
$364K Buy
2022
Q4
Sell
2022
Q3
$317K Hold
2022
Q2
$372K Sell
2022
Q1
$421K Buy