Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Sell
2025
Q2
$382K Sell
2025
Q1
$417K Sell
2024
Q4
$419K Sell
2024
Q3
$526K Buy
2024
Q2
$460K Buy
2024
Q1
$427K Buy
2023
Q4
$366K Sell
2023
Q3
$348K Hold
2023
Q2
$345K Hold
2023
Q1
$333K Hold
2022
Q4
$293K Sell
2022
Q3
$392K Hold
2022
Q2
$455K Buy
2022
Q1
$384K Buy