Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Buy
2025
Q2
$320K Buy
2025
Q1
$309K Hold
2024
Q4
$278K Hold
2024
Q3
$242K Sell
2024
Q2
$231K Buy
2024
Q1
$245K Buy
2023
Q4
$200K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$233K Hold
2021
Q3
$239K Sell
2021
Q2
$257K Sell
2021
Q1
$242K Sell
2020
Q4
$454K Buy
2020
Q3
$246K Sell
2020
Q2
$284K Buy
2020
Q1
$233K Sell
2019
Q4
$281K Buy
2019
Q3
$241K Buy