Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Hold
2025
Q2
$239K Buy
2025
Q1
$222K Hold
2024
Q4
$205K Buy
2024
Q3
$160K Hold
2024
Q2
$160K Sell
2024
Q1
$175K Sell
2023
Q4
$215K Buy
2023
Q3
$157K Buy
2023
Q2
$156K Hold
2023
Q1
$168K Hold
2022
Q4
$193K Buy
2022
Q3
$136K Hold
2022
Q2
$149K Hold
2022
Q1
$217K Buy