Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Buy
2025
Q2
$272K Buy
2025
Q1
$248K Sell
2024
Q4
$214K Buy
2024
Q3
$225K Hold
2024
Q2
$246K Buy
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$222K Hold
2023
Q2
$208K Sell
2023
Q1
$204K Sell
2022
Q4
$232K Sell
2022
Q3
$315K Buy
2022
Q2
$320K Sell
2022
Q1
$384K Buy