Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Hold
2025
Q2
$469K Sell
2025
Q1
$410K Buy
2024
Q4
$469K Hold
2024
Q3
$399K Hold
2024
Q2
$414K Buy
2024
Q1
$379K Hold
2023
Q4
$319K Hold
2023
Q3
$267K Hold
2023
Q2
$274K Sell
2023
Q1
$423K Hold
2022
Q4
$344K Buy