Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$13.3K Buy
2024
Q3
Sell
2024
Q2
$349K Buy
2024
Q1
$285K Buy
2023
Q4
Sell
2023
Q3
$242K Sell
2023
Q2
$279K Buy
2022
Q1
Sell
2021
Q4
$356K Buy
2021
Q3
$245K Hold
2021
Q2
$223K Sell
2021
Q1
$211K Sell
2020
Q4
$218K Buy