Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Hold
2025
Q2
$438K Hold
2025
Q1
$456K Hold
2024
Q4
$433K Hold
2024
Q3
$370K Sell
2024
Q2
$350K Hold
2024
Q1
$320K Sell
2023
Q4
$283K Sell
2023
Q3
$263K Sell
2023
Q2
$267K Hold
2023
Q1
$267K Sell
2022
Q4
$258K Hold
2022
Q3
$225K Sell
2022
Q2
$295K Hold
2022
Q1
$356K Buy