Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Buy
2025
Q2
$413K Hold
2025
Q1
$404K Hold
2024
Q4
$325K Hold
2024
Q3
$314K Sell
2024
Q2
$510K Buy
2023
Q2
Sell
2023
Q1
$18.3K Hold
2022
Q4
$17.5K Sell
2022
Q3
$24K Hold
2022
Q2
$33K Sell
2022
Q1
$37K Sell
2021
Q4
$46K Sell
2021
Q3
$58K Sell
2021
Q2
$72K Sell
2021
Q1
$85K Buy
2020
Q4
$62K Buy