Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Hold
2025
Q2
$234K Hold
2025
Q1
$265K Hold
2024
Q4
$312K Hold
2024
Q3
$352K Hold
2024
Q2
$335K Sell
2024
Q1
$304K Sell
2023
Q4
$306K Buy
2023
Q2
$315K Hold
2023
Q1
$301K Hold
2022
Q4
$275K Buy
2022
Q2
$336K Hold
2022
Q1
$372K Hold
2021
Q4
$386K Hold
2021
Q3
$280K Buy