Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Hold
2025
Q2
$253K Buy
2025
Q1
$81K Sell
2024
Q4
$121K Buy
2024
Q3
$102K Sell
2024
Q2
$156K Buy
2024
Q1
$153K Hold
2023
Q4
$123K Hold
2023
Q3
$124K Hold
2023
Q2
$138K Hold
2023
Q1
$127K Hold
2022
Q4
$132K Sell
2022
Q3
$105K Hold
2022
Q2
$112K Hold
2022
Q1
$100K Hold
2021
Q4
$94K Sell
2021
Q3
$98K Hold
2021
Q2
$102K Buy
2021
Q1
$84K Buy