Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Hold
2025
Q2
$359K Hold
2025
Q1
$343K Sell
2024
Q4
$378K Hold
2024
Q3
$366K Hold
2024
Q2
$351K Sell
2024
Q1
$335K Buy
2023
Q4
$287K Sell
2023
Q3
$261K Hold
2023
Q2
$248K Sell
2023
Q1
$232K Buy
2022
Q2
Sell
2022
Q1
$227K Hold
2021
Q4
$224K Buy
2021
Q2
Sell
2021
Q1
$258K Buy
2020
Q4
$233K Buy