Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$277K Sell
2025
Q2
$316K Sell
2025
Q1
$274K Hold
2024
Q4
$286K Sell
2024
Q3
$368K Buy
2024
Q2
$303K Hold
2024
Q1
$287K Hold
2023
Q4
$224K Sell
2023
Q3
$242K Buy
2023
Q2
$297K Buy
2023
Q1
$278K Hold
2022
Q4
$223K Buy
2022
Q2
Sell
2022
Q1
$273K Hold
2021
Q4
$326K Hold
2021
Q3
$305K Buy