Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Sell
2025
Q2
$183K Hold
2025
Q1
$154K Hold
2024
Q4
$136K Hold
2024
Q3
$137K Hold
2024
Q2
$107K Hold
2024
Q1
$118K Hold
2023
Q4
$101K Hold
2023
Q3
$87K Hold
2023
Q2
$83K Hold
2023
Q1
$81.3K Hold
2022
Q4
$87K Sell
2022
Q3
$293K Sell
2022
Q2
$351K Sell
2022
Q1
$327K Sell
2021
Q4
$339K Buy