Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2023
Q2
Sell
2023
Q1
$359K Hold
2022
Q4
$335K Sell
2022
Q3
$260K Buy
2022
Q2
$226K Hold
2022
Q1
$289K Buy
2021
Q4
$279K Buy
2021
Q3
$268K Sell
2021
Q2
$271K Hold
2021
Q1
$278K Buy
2020
Q4
$262K Hold
2020
Q3
$163K Sell
2020
Q2
$150K Buy
2020
Q1
$121K Buy
2019
Q4
$182K Hold
2019
Q3
$151K Hold
2019
Q2
$138K Buy
2019
Q1
$142K Hold
2018
Q4
$108K Buy