Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13K Hold
2025
Q2
$11K Hold
2025
Q1
$14K Sell
2024
Q4
$176K Buy
2024
Q3
$149K Sell
2024
Q2
$171K Sell
2024
Q1
$230K Sell
2023
Q4
$281K Sell
2023
Q3
$219K Hold
2023
Q2
$259K Sell
2023
Q1
$291K Sell
2022
Q4
$355K Buy
2022
Q3
$259K Hold
2022
Q2
$231K Sell
2022
Q1
$213K Sell
2021
Q4
$349K Buy
2021
Q3
$305K Sell
2021
Q2
$340K Buy