Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$243K Hold
2025
Q1
$234K Hold
2024
Q4
$224K Sell
2024
Q3
$262K Hold
2024
Q2
$280K Hold
2024
Q1
$254K Sell
2023
Q4
$248K Hold
2023
Q3
$201K Hold
2023
Q2
$249K Hold
2023
Q1
$231K Sell
2022
Q4
$291K Hold
2022
Q3
$230K Hold
2022
Q2
$206K Hold
2022
Q1
$224K Hold
2021
Q4
$316K Hold
2021
Q3
$326K Hold
2021
Q2
$316K Hold
2021
Q1
$277K Sell
2020
Q4
$355K Buy