Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Buy
2025
Q2
$386K Buy
2025
Q1
$326K Sell
2024
Q4
$291K Sell
2024
Q3
$351K Hold
2024
Q2
$275K Buy
2024
Q1
$301K Buy
2023
Q4
$239K Buy
2022
Q4
Sell
2022
Q3
$233K Hold
2022
Q2
$277K Hold
2022
Q1
$255K Sell
2021
Q4
$311K Buy