Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q1
Sell
2024
Q4
$234K Buy
2024
Q3
$221K Sell
2024
Q2
$261K Hold
2024
Q1
$272K Hold
2023
Q4
$256K Sell
2023
Q3
$290K Hold
2023
Q2
$264K Hold
2023
Q1
$284K Sell
2022
Q4
$269K Buy
2022
Q3
$220K Sell
2022
Q2
$224K Sell
2022
Q1
$269K Buy