Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184K Hold
2025
Q2
$167K Hold
2025
Q1
$154K Sell
2024
Q4
$176K Sell
2024
Q3
$241K Sell
2024
Q2
$306K Buy
2024
Q1
$253K Sell
2023
Q4
$241K Sell
2023
Q3
$248K Sell
2023
Q2
$302K Hold
2023
Q1
$252K Hold
2022
Q4
$253K Buy