Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$213K Hold
2025
Q1
$221K Sell
2024
Q4
$225K Sell
2024
Q3
$299K Buy
2024
Q2
$277K Buy
2024
Q1
$294K Sell
2023
Q4
$312K Buy
2023
Q3
$298K Hold
2023
Q2
$279K Sell
2023
Q1
$261K Hold
2022
Q4
$241K Hold
2022
Q3
$202K Hold
2022
Q2
$270K Sell
2022
Q1
$324K Hold
2021
Q4
$349K Hold
2021
Q3
$387K Buy
2021
Q1
$275K Buy