Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
$176K Hold
2025
Q1
$179K Hold
2024
Q4
$158K Hold
2024
Q3
$185K Hold
2024
Q2
$244K Buy
2024
Q1
$316K Sell
2023
Q4
$374K Hold
2023
Q3
$265K Hold
2023
Q2
$249K Sell
2023
Q1
$244K Hold
2022
Q4
$197K Hold
2022
Q3
$193K Hold
2022
Q2
$279K Hold
2022
Q1
$370K Hold
2021
Q4
$385K Buy