Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$248K Sell
2025
Q1
$239K Sell
2024
Q4
$242K Hold
2024
Q3
$218K Hold
2024
Q2
$195K Sell
2024
Q1
$223K Sell
2023
Q4
$231K Sell
2023
Q3
$298K Sell
2023
Q2
$302K Sell
2023
Q1
$305K Hold
2022
Q4
$278K Buy
2022
Q3
$223K Hold
2022
Q2
$237K Hold
2022
Q1
$310K Buy
2021
Q4
$346K Buy