Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
$230K Buy
2025
Q1
$231K Buy
2024
Q4
$173K Buy
2024
Q3
$147K Sell
2024
Q2
$136K Sell
2024
Q1
$223K Buy
2023
Q4
$208K Buy
2023
Q3
$193K Buy
2023
Q2
$207K Hold
2023
Q1
$213K Hold
2022
Q4
$220K Buy
2022
Q3
$189K Buy
2022
Q2
$198K Buy
2022
Q1
$192K Sell
2021
Q4
$220K Buy