Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Sell
2025
Q2
$384K Sell
2025
Q1
$414K Hold
2024
Q4
$345K Buy
2024
Q3
$299K Buy
2024
Q2
Sell
2024
Q1
$310K Hold
2023
Q4
$342K Hold
2023
Q3
$298K Hold
2023
Q2
$325K Hold
2023
Q1
$327K Buy
2022
Q4
$245K Buy
2022
Q3
Sell
2022
Q2
$245K Buy
2022
Q1
$263K Sell
2021
Q4
$370K Hold
2021
Q3
$323K Buy
2021
Q2
$265K Hold
2021
Q1
$289K Hold
2020
Q4
$275K Buy