Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
$229K Buy
2025
Q1
$212K Buy
2024
Q4
$202K Sell
2024
Q3
$261K Buy
2024
Q2
$273K Buy
2024
Q1
$336K Sell
2023
Q4
$297K Buy
2023
Q3
$266K Hold
2023
Q2
$279K Hold
2023
Q1
$263K Hold
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$253K Buy