Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Buy
2025
Q2
Sell
2025
Q1
$247K Buy
2024
Q4
Sell
2024
Q3
$247K Hold
2024
Q2
$203K Sell
2024
Q1
$258K Sell
2023
Q4
$429K Hold
2023
Q3
$484K Hold
2023
Q2
$493K Buy
2023
Q1
Sell
2022
Q4
$349K Sell
2022
Q3
$387K Buy
2022
Q2
$454K Hold
2022
Q1
$404K Buy