Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$552K Buy
2025
Q2
$352K Hold
2025
Q1
$366K Sell
2024
Q4
$315K Hold
2024
Q3
$332K Hold
2024
Q2
$363K Buy
2024
Q1
$323K Buy
2023
Q4
$228K Hold
2023
Q3
$224K Hold
2023
Q2
$210K Buy
2023
Q1
Sell
2022
Q4
$215K Buy