Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$427K Hold
2025
Q1
$492K Hold
2024
Q4
$410K Hold
2024
Q3
$418K Hold
2024
Q2
$454K Hold
2024
Q1
$470K Hold
2023
Q4
$444K Hold
2023
Q3
$471K Buy
2023
Q2
$398K Hold
2023
Q1
$388K Sell
2022
Q4
$420K Buy