Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$157K Hold
2025
Q2
$173K Sell
2025
Q1
$153K Hold
2024
Q4
$138K Sell
2024
Q3
$144K Hold
2024
Q2
$132K Sell
2024
Q1
$153K Buy
2023
Q4
$125K Hold
2023
Q3
$133K Hold
2023
Q2
$149K Sell
2023
Q1
$162K Sell
2022
Q4
$171K Sell
2022
Q3
$174K Sell
2022
Q2
$169K Sell
2022
Q1
$184K Sell
2021
Q4
$153K Buy