Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Hold
2025
Q2
$294K Buy
2025
Q1
$357K Hold
2024
Q4
$361K Sell
2024
Q3
$365K Hold
2024
Q2
$326K Hold
2024
Q1
$321K Hold
2023
Q4
$281K Hold
2023
Q3
$254K Hold
2023
Q2
$247K Hold
2023
Q1
$254K Hold
2022
Q4
$263K Buy