Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$137K Hold
2025
Q2
$134K Buy
2025
Q1
Sell
2024
Q4
$114K Hold
2024
Q3
$120K Buy
2024
Q2
Sell
2024
Q1
$187K Sell
2023
Q4
$200K Hold
2023
Q3
$171K Sell
2023
Q2
$185K Hold
2023
Q1
$194K Hold
2022
Q4
$222K Sell
2022
Q3
$217K Hold
2022
Q2
$255K Buy
2022
Q1
$233K Hold
2021
Q4
$279K Hold
2021
Q3
$275K Sell
2021
Q2
$327K Hold
2021
Q1
$317K Hold
2020
Q4
$287K Buy