Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2024
Q3
Sell
2024
Q2
$366K Buy
2024
Q1
$339K Buy
2023
Q3
Sell
2023
Q2
$413K Buy
2023
Q1
$379K Sell
2022
Q4
$366K Sell
2022
Q3
$322K Buy
2022
Q2
$329K Buy
2022
Q1
$313K Buy
2021
Q4
$215K Buy
2021
Q3
$2K Hold
2021
Q2
$2K Sell
2021
Q1
$62K Hold
2020
Q4
$58K Sell
2020
Q3
$57K Buy