Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Hold
2025
Q2
$355K Sell
2025
Q1
$280K Buy
2024
Q4
$280K Sell
2024
Q3
$281K Buy
2024
Q2
$296K Buy
2024
Q1
$291K Sell
2023
Q4
$300K Buy
2023
Q3
$243K Sell
2023
Q2
$219K Sell
2023
Q1
$225K Buy
2022
Q1
Sell
2021
Q4
$270K Buy