Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$219K Hold
2025
Q2
$252K Sell
2025
Q1
$254K Hold
2024
Q4
$213K Hold
2024
Q3
$268K Hold
2024
Q2
$256K Hold
2024
Q1
$276K Hold
2023
Q4
$231K Hold
2023
Q3
$221K Buy
2023
Q2
$211K Buy
2023
Q1
Sell
2022
Q4
$249K Hold
2022
Q3
$208K Buy