Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$466K Buy
2025
Q2
$476K Sell
2025
Q1
$415K Hold
2024
Q4
$367K Sell
2024
Q3
$383K Buy
2024
Q2
$275K Buy
2024
Q1
$288K Sell
2023
Q4
$314K Buy
2023
Q3
$268K Sell
2023
Q2
$300K Hold
2023
Q1
$294K Hold
2022
Q4
$316K Sell
2022
Q3
$311K Buy
2022
Q2
$357K Buy
2019
Q2
Sell
2019
Q1
$28K Hold
2018
Q4
$23K Hold
2018
Q3
$30K Hold
2018
Q2
$28K Buy