Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2023
Q1
$203K Buy
2022
Q4
$8.17K Sell
2022
Q3
$229K Sell
2022
Q2
$273K Sell
2022
Q1
$284K Buy
2021
Q4
$290K Buy
2021
Q3
$260K Hold
2021
Q2
$275K Hold
2021
Q1
$250K Buy
2020
Q4
$10K Hold
2020
Q3
$10K Sell
2020
Q2
$192K Hold
2020
Q1
$176K Buy
2019
Q4
$203K Buy