Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Buy
2025
Q2
$242K Sell
2025
Q1
$267K Sell
2024
Q4
$269K Buy
2024
Q3
$308K Hold
2024
Q2
$276K Buy
2024
Q1
$278K Sell
2023
Q4
$330K Hold
2023
Q3
$275K Buy
2023
Q2
$274K Buy
2023
Q1
$284K Hold
2022
Q4
$278K Sell
2022
Q3
$235K Buy
2022
Q2
Sell
2022
Q1
$247K Buy