Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Hold
2025
Q2
$215K Buy
2025
Q1
Sell
2024
Q4
$213K Sell
2024
Q3
$256K Hold
2024
Q2
$242K Hold
2024
Q1
$242K Buy
2023
Q4
Sell
2023
Q3
$224K Hold
2023
Q2
$211K Sell
2023
Q1
$1K Buy
2022
Q1
Sell
2021
Q4
$223K Sell
2021
Q3
$267K Buy
2021
Q2
$27K Buy
2021
Q1
$22K Buy