Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$304K Hold
2025
Q1
$316K Sell
2024
Q4
$420K Hold
2024
Q3
$443K Sell
2024
Q2
$502K Hold
2024
Q1
$461K Buy
2023
Q4
$439K Hold
2023
Q3
$430K Buy
2023
Q2
$398K Buy
2023
Q1
$358K Buy
2022
Q4
$235K Buy