Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Sell
2025
Q2
$239K Buy
2025
Q1
$234K Buy
2024
Q1
Sell
2023
Q4
$398K Hold
2023
Q3
$398K Hold
2023
Q2
$382K Buy
2023
Q1
$429K Hold
2022
Q4
$370K Hold
2022
Q3
$336K Hold
2022
Q2
$477K Sell
2022
Q1
$458K Buy
2021
Q4
$499K Hold
2021
Q3
$622K Hold
2021
Q2
$952K Sell
2021
Q1
$975K Sell
2020
Q4
$968K Buy