Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$323K Sell
2025
Q2
$313K Buy
2025
Q1
$286K Buy
2024
Q4
$199K Buy
2024
Q3
$190K Sell
2024
Q2
$184K Buy
2024
Q1
$174K Buy
2023
Q2
Sell
2023
Q1
$237K Sell
2022
Q4
$246K Buy
2022
Q3
$218K Hold
2022
Q2
$239K Buy
2022
Q1
$244K Buy