Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Buy
2025
Q2
$130K Buy
2025
Q1
$118K Buy
2024
Q4
$114K Buy
2024
Q3
$127K Buy
2023
Q2
$162K Sell
2023
Q1
$138K Buy
2022
Q4
$123K Sell
2022
Q3
$124K Buy
2022
Q2
$122K Buy
2022
Q1
$185K Buy
2021
Q4
$227K Buy
2021
Q3
$147K Hold
2021
Q2
$155K Hold
2021
Q1
$127K Hold
2020
Q4
$91K Buy