Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$229K Sell
2025
Q1
$268K Hold
2024
Q4
$271K Buy
2024
Q3
$237K Hold
2024
Q2
$245K Sell
2024
Q1
$264K Buy
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$202K Sell
2023
Q1
$224K Buy