Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Hold
2025
Q2
$114K Sell
2025
Q1
$107K Hold
2024
Q4
$127K Sell
2024
Q3
$162K Sell
2024
Q2
$142K Buy
2024
Q1
$158K Sell
2023
Q4
$237K Buy
2023
Q3
$161K Sell
2023
Q2
$193K Buy
2023
Q1
$196K Hold
2022
Q4
$187K Buy
2021
Q4
Sell
2021
Q3
$260K Hold
2021
Q2
$276K Hold
2021
Q1
$238K Sell
2020
Q4
$271K Buy