Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$203K Sell
2025
Q1
$218K Sell
2024
Q4
$267K Buy
2024
Q3
$249K Buy
2024
Q2
$225K Buy
2024
Q1
$244K Buy
2023
Q4
$231K Buy
2023
Q3
$217K Sell
2023
Q2
$275K Sell
2023
Q1
$302K Sell
2022
Q4
$319K Sell
2022
Q3
$328K Buy
2022
Q2
$325K Sell
2022
Q1
$404K Buy
2021
Q4
$316K Hold
2021
Q3
$277K Buy
2021
Q2
$255K Buy
2021
Q1
$215K Buy