Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Hold
2025
Q2
$200K Buy
2024
Q1
Sell
2023
Q4
$223K Buy
2023
Q3
Sell
2023
Q2
$204K Hold
2023
Q1
$214K Sell
2022
Q4
$257K Sell
2022
Q3
$255K Hold
2022
Q2
$299K Hold
2022
Q1
$344K Sell
2021
Q4
$530K Sell
2021
Q3
$572K Buy
2021
Q2
$570K Hold
2021
Q1
$553K Sell
2020
Q4
$504K Sell
2020
Q3
$624K Sell
2020
Q2
$608K Sell
2020
Q1
$566K Sell
2019
Q4
$800K Buy