Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Hold
2025
Q2
$157K Hold
2025
Q1
$264K Hold
2024
Q4
$424K Buy
2024
Q3
Sell
2024
Q2
$309K Buy
2023
Q3
Sell
2023
Q2
$523K Hold
2023
Q1
$483K Hold
2022
Q4
$395K Hold
2022
Q3
$554K Buy