Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$330K Sell
2025
Q2
$356K Buy
2025
Q1
$291K Sell
2024
Q4
$266K Sell
2024
Q3
$270K Hold
2024
Q2
$211K Sell
2024
Q1
$234K Hold
2023
Q4
$200K Buy
2022
Q3
Sell
2022
Q2
$213K Buy
2022
Q1
Sell
2021
Q4
$202K Sell
2021
Q3
$210K Hold
2021
Q2
$210K Hold
2021
Q1
$201K Sell
2020
Q4
$207K Buy