Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$405K Sell
2025
Q2
$300K Hold
2025
Q1
$245K Sell
2024
Q4
$385K Sell
2024
Q3
$272K Buy
2024
Q1
Sell
2023
Q4
$251K Sell
2023
Q3
$255K Sell
2023
Q2
$285K Sell
2023
Q1
$234K Buy
2022
Q4
Sell
2022
Q3
$262K Sell
2022
Q2
$245K Hold
2022
Q1
$392K Sell
2021
Q4
$406K Sell
2021
Q3
$327K Buy
2021
Q2
$283K Buy
2021
Q1
Sell
2020
Q4
$217K Buy