Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$319K Buy
2025
Q1
$154K Sell
2024
Q4
$135K Hold
2024
Q3
$215K Hold
2024
Q2
$103K Sell
2024
Q1
$141K Hold
2023
Q4
$219K Hold
2023
Q3
$149K Hold
2023
Q2
$264K Hold
2023
Q1
$192K Buy
2022
Q4
$86.9K Hold
2022
Q3
$120K Buy
2022
Q1
Sell
2021
Q4
$335K Hold
2021
Q3
$438K Hold
2021
Q2
$554K Buy
2021
Q1
$391K Sell
2020
Q4
$427K Buy
2020
Q3
$206K Buy