Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Hold
2025
Q2
$303K Sell
2025
Q1
$344K Buy
2024
Q4
$397K Hold
2024
Q3
$445K Hold
2024
Q2
$434K Hold
2024
Q1
$375K Hold
2023
Q4
$373K Hold
2023
Q3
$319K Hold
2023
Q2
$381K Hold
2023
Q1
$364K Hold
2022
Q4
$333K Sell
2022
Q3
$420K Buy