Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$140K Sell
2025
Q2
$172K Sell
2025
Q1
$316K Hold
2024
Q4
$320K Hold
2024
Q3
$358K Sell
2024
Q2
$382K Hold
2024
Q1
$365K Sell
2023
Q4
$412K Hold
2023
Q3
$415K Hold
2023
Q2
$454K Sell
2023
Q1
$442K Hold
2022
Q4
$473K Hold
2022
Q3
$416K Buy
2022
Q2
$409K Hold
2022
Q1
$410K Buy
2021
Q4
$401K Hold
2021
Q3
$347K Hold
2021
Q2
$342K Buy
2021
Q1
$284K Buy