Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Buy
2025
Q2
Sell
2025
Q1
$338K Buy
2024
Q4
$311K Buy
2024
Q3
$322K Hold
2024
Q2
$295K Buy
2023
Q3
$249K Hold
2023
Q2
$280K Hold
2023
Q1
$291K Buy
2022
Q4
Sell
2022
Q3
$266K Hold
2022
Q2
$318K Buy