Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Buy
2025
Q2
$229K Buy
2025
Q1
$202K Buy
2024
Q4
$206K Buy
2024
Q3
$210K Sell
2024
Q2
$242K Sell
2024
Q1
$280K Buy
2023
Q4
$201K Buy
2023
Q2
Sell
2023
Q1
$208K Buy
2022
Q4
$205K Buy
2022
Q3
Sell
2022
Q2
$226K Hold
2022
Q1
$219K Buy