Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Hold
2025
Q2
$325K Sell
2025
Q1
$566K Buy
2024
Q4
$372K Buy
2024
Q3
$302K Hold
2024
Q2
$258K Buy
2024
Q1
$272K Sell
2023
Q4
$269K Buy
2023
Q3
$229K Buy
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$263K Hold
2021
Q3
$220K Buy