Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Sell
2025
Q2
$266K Buy
2025
Q1
$259K Buy
2024
Q4
$299K Buy
2024
Q3
$259K Sell
2024
Q2
$294K Buy
2024
Q1
$242K Hold
2023
Q4
$286K Sell
2023
Q3
$385K Buy
2023
Q2
$235K Buy
2022
Q2
Sell
2022
Q1
$220K Buy
2021
Q4
$268K Buy
2021
Q3
$242K Sell
2021
Q2
$395K Sell
2021
Q1
$448K Buy
2020
Q4
$242K Sell
2020
Q3
$242K Buy