Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$263K Hold
2025
Q1
$258K Hold
2024
Q4
$274K Buy
2023
Q3
$289K Hold
2023
Q2
$265K Sell
2023
Q1
$433K Hold
2022
Q4
$360K Buy