Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$457K Buy
2025
Q2
$436K Buy
2025
Q1
$480K Buy
2024
Q4
$429K Sell
2024
Q3
$435K Buy
2024
Q2
$367K Sell
2024
Q1
$427K Buy
2023
Q4
$363K Hold
2023
Q3
$405K Buy
2023
Q2
$345K Hold
2023
Q1
$315K Hold
2022
Q4
$300K Hold
2022
Q3
$268K Sell
2022
Q2
$270K Buy