Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Hold
2025
Q2
$343K Sell
2025
Q1
$309K Buy
2024
Q4
$296K Buy
2024
Q3
$263K Sell
2024
Q2
$392K Buy
2024
Q1
$407K Sell
2023
Q4
$414K Buy
2023
Q3
$436K Hold
2023
Q2
$419K Hold
2023
Q1
$424K Buy
2022
Q1
Sell
2021
Q4
$222K Buy