Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Hold
2025
Q2
$209K Hold
2025
Q1
$236K Hold
2024
Q4
$207K Hold
2024
Q3
$220K Sell
2024
Q2
$282K Buy
2024
Q1
$294K Hold
2023
Q4
$276K Buy
2023
Q3
$286K Sell
2023
Q2
$270K Buy
2023
Q1
$279K Sell
2022
Q4
$259K Buy
2022
Q3
$211K Buy
2022
Q2
$202K Buy
2022
Q1
$209K Buy
2021
Q2
Sell
2021
Q1
$389K Buy
2020
Q1
Sell
2019
Q4
$205K Hold
2019
Q3
$206K Buy