Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Buy
2025
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$265K Buy
2024
Q2
$280K Buy
2024
Q1
$249K Buy
2023
Q4
$283K Hold
2023
Q3
$242K Hold
2023
Q2
$232K Buy
2022
Q2
Sell
2022
Q1
$216K Buy
2021
Q4
$261K Hold
2021
Q3
$265K Hold
2021
Q2
$269K Hold
2021
Q1
$219K Hold
2020
Q4
$230K Hold
2020
Q3
$226K Hold
2020
Q2
$200K Buy