Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$264K Sell
2025
Q1
$261K Buy
2024
Q4
$204K Buy
2023
Q4
Sell
2023
Q3
$171K Sell
2023
Q2
$183K Buy
2023
Q1
$215K Sell
2022
Q4
$208K Sell
2022
Q3
$355K Hold
2022
Q2
$355K Sell
2022
Q1
$317K Buy
2021
Q4
$320K Sell
2021
Q3
$355K Buy
2021
Q2
$356K Sell
2021
Q1
$408K Sell
2020
Q4
$401K Buy