Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Sell
2025
Q2
$273K Sell
2025
Q1
$291K Hold
2024
Q4
$254K Hold
2024
Q3
$307K Hold
2024
Q2
$290K Buy
2024
Q1
$301K Sell
2023
Q4
$271K Hold
2023
Q3
$262K Hold
2023
Q2
$257K Hold
2023
Q1
$257K Hold
2022
Q4
$254K Buy