Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Buy
2025
Q2
$299K Sell
2025
Q1
$293K Buy
2024
Q4
$267K Hold
2024
Q3
$344K Hold
2024
Q2
$361K Hold
2024
Q1
$452K Hold
2023
Q4
$398K Hold
2023
Q3
$357K Hold
2023
Q2
$375K Hold
2023
Q1
$353K Hold
2022
Q4
$301K Hold
2022
Q3
$244K Hold
2022
Q2
$239K Hold
2022
Q1
$340K Hold
2021
Q4
$261K Hold
2021
Q3
$225K Hold
2021
Q2
$219K Sell
2021
Q1
$367K Buy
2020
Q1
Sell
2019
Q4
$0 Buy