Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$122K Hold
2025
Q2
$106K Hold
2025
Q1
$120K Sell
2024
Q4
$108K Sell
2024
Q3
$135K Sell
2024
Q2
$167K Sell
2024
Q1
$176K Buy
2023
Q4
$155K Sell
2023
Q3
$183K Hold
2023
Q2
$167K Hold
2023
Q1
$179K Sell
2022
Q4
$172K Hold
2022
Q3
$141K Hold
2022
Q2
$140K Hold
2022
Q1
$145K Sell
2021
Q4
$146K Buy