Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$286K Hold
2025
Q1
$259K Hold
2024
Q4
$277K Hold
2024
Q3
$233K Hold
2024
Q2
$279K Hold
2024
Q1
$228K Hold
2023
Q4
$488K Sell
2023
Q3
$568K Buy
2023
Q2
$223K Hold
2023
Q1
$207K Hold
2022
Q4
$247K Hold
2022
Q3
$441K Buy
2022
Q2
Sell
2022
Q1
$271K Buy