Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Hold
2025
Q2
$267K Sell
2025
Q1
$266K Sell
2024
Q4
$326K Buy
2024
Q3
$370K Sell
2024
Q2
$407K Buy
2024
Q1
$352K Sell
2023
Q4
$468K Buy
2023
Q3
$314K Hold
2023
Q2
$301K Sell
2023
Q1
$239K Hold
2022
Q4
$209K Buy
2022
Q3
Sell
2022
Q2
$233K Sell
2022
Q1
$301K Buy