Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Buy
2025
Q2
$274K Hold
2025
Q1
$340K Hold
2024
Q4
$571K Buy
2024
Q3
$474K Buy
2024
Q2
$342K Sell
2024
Q1
$504K Buy
2023
Q4
$410K Sell
2023
Q3
$405K Buy
2023
Q2
$449K Buy
2022
Q3
Sell
2022
Q2
$422K Buy
2022
Q1
Sell
2021
Q4
$449K Sell
2021
Q3
$655K Sell
2021
Q2
$651K Buy
2021
Q1
$680K Hold
2020
Q4
$442K Buy