Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Sell
2025
Q2
$503K Buy
2025
Q1
$418K Hold
2024
Q4
$369K Hold
2024
Q3
$371K Hold
2024
Q2
$290K Buy
2024
Q1
$286K Hold
2023
Q4
$243K Hold
2023
Q3
$211K Hold
2023
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$212K Buy