Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Sell
2025
Q2
$209K Hold
2025
Q1
$237K Hold
2024
Q4
$279K Hold
2024
Q3
$306K Buy
2024
Q2
$246K Hold
2024
Q1
$213K Hold
2023
Q4
$212K Buy
2023
Q3
Sell
2023
Q2
$216K Hold
2023
Q1
$206K Sell
2022
Q4
$208K Buy
2022
Q3
Sell
2022
Q2
$262K Hold
2022
Q1
$290K Hold
2021
Q4
$301K Sell
2021
Q3
$233K Sell
2021
Q2
$248K Hold
2021
Q1
$279K Hold
2020
Q4
$216K Buy