Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Hold
2025
Q2
$301K Hold
2025
Q1
$268K Sell
2024
Q4
$258K Buy
2024
Q3
$207K Sell
2024
Q2
$188K Sell
2024
Q1
$226K Sell
2023
Q4
$241K Buy
2023
Q3
$253K Sell
2023
Q2
$245K Hold
2023
Q1
$247K Sell
2022
Q4
$236K Hold
2022
Q3
$198K Hold
2022
Q2
$211K Sell
2022
Q1
$281K Buy
2021
Q4
$302K Buy