Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$87K Hold
2025
Q2
$118K Hold
2025
Q1
$124K Buy
2024
Q4
$134K Sell
2024
Q3
$113K Hold
2024
Q2
$125K Buy
2024
Q1
$127K Sell
2023
Q4
$434K Sell
2023
Q3
$385K Buy
2023
Q2
$388K Buy
2023
Q1
$330K Sell
2022
Q4
$365K Sell
2022
Q3
$334K Buy
2022
Q2
$310K Buy
2022
Q1
$248K Sell
2021
Q4
$251K Sell
2021
Q3
$212K Sell
2021
Q2
$230K Buy
2020
Q1
Sell
2019
Q4
$222K Buy