Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2025
Q2
$216K Buy
2025
Q1
$198K Sell
2024
Q4
$216K Sell
2024
Q3
$226K Hold
2024
Q2
$213K Buy
2024
Q1
$204K Buy
2023
Q4
$174K Buy
2023
Q3
$151K Sell
2023
Q2
$163K Hold
2023
Q1
$168K Buy
2022
Q4
$150K Buy
2022
Q3
$129K Buy
2022
Q2
$106K Buy
2022
Q1
$137K Buy
2021
Q4
$67K Buy