Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$373K Sell
2025
Q2
$381K Hold
2025
Q1
$319K Sell
2024
Q4
$513K Hold
2024
Q3
$425K Hold
2024
Q2
$360K Hold
2024
Q1
$458K Buy
2023
Q4
$310K Buy
2023
Q3
$186K Buy
2023
Q2
$242K Buy
2023
Q1
$271K Buy
2022
Q4
$283K Buy
2022
Q3
$242K Buy
2022
Q2
$200K Buy