Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Hold
2025
Q2
$173K Sell
2025
Q1
$177K Buy
2024
Q4
$176K Sell
2024
Q3
$230K Sell
2024
Q2
$213K Buy
2024
Q1
$208K Hold
2023
Q4
$246K Hold
2023
Q3
$205K Sell
2023
Q2
$229K Hold
2023
Q1
$243K Sell
2022
Q4
$251K Buy
2022
Q3
$12K Hold
2022
Q2
$13K Sell
2022
Q1
$19K Hold
2021
Q4
$14K Buy
2021
Q3
Sell
2021
Q2
$17K Buy