Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Hold
2025
Q2
$375K Hold
2025
Q1
$372K Hold
2024
Q4
$335K Sell
2024
Q3
$393K Buy
2024
Q2
$351K Sell
2024
Q1
$522K Buy
2023
Q4
$449K Hold
2023
Q3
$407K Sell
2023
Q2
$417K Buy
2023
Q1
$385K Buy