Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$391K Buy
2025
Q1
$281K Sell
2024
Q4
$332K Sell
2024
Q3
$385K Buy
2024
Q2
$454K Buy
2024
Q1
$391K Hold
2023
Q4
$359K Hold
2023
Q3
$366K Buy
2023
Q1
$413K Hold
2022
Q4
$381K Hold
2022
Q3
$367K Hold
2022
Q2
$365K Buy
2022
Q1
$349K Buy