Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$422K Hold
2025
Q2
$414K Hold
2025
Q1
$400K Hold
2024
Q4
$351K Sell
2024
Q3
$407K Buy
2024
Q2
$284K Sell
2024
Q1
$308K Hold
2023
Q4
$317K Sell
2023
Q3
$310K Buy
2023
Q2
$325K Hold
2023
Q1
$341K Hold
2022
Q4
$389K Buy