Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$268K Sell
2025
Q2
$202K Hold
2025
Q1
$204K Buy
2024
Q4
Sell
2024
Q3
$211K Buy
2024
Q2
$248K Hold
2024
Q1
$353K Hold
2023
Q4
$402K Hold
2023
Q3
$284K Hold
2023
Q2
$268K Hold
2023
Q1
$261K Hold
2022
Q4
$211K Hold
2022
Q3
$206K Sell
2022
Q2
$363K Hold
2022
Q1
$481K Hold
2021
Q4
$500K Sell
2021
Q3
$546K Hold
2021
Q2
$546K Sell
2021
Q1
$638K Buy
2020
Q4
$487K Buy