Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Buy
2025
Q2
$257K Sell
2025
Q1
$297K Buy
2024
Q4
$237K Sell
2024
Q3
$296K Hold
2024
Q2
$287K Hold
2024
Q1
$261K Buy
2023
Q4
$264K Sell
2023
Q3
$250K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$200K Buy
2021
Q3
Sell
2021
Q2
$217K Sell
2021
Q1
$223K Hold
2020
Q4
$206K Hold
2020
Q3
$228K Hold
2020
Q2
$212K Buy