Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$350K Hold
2025
Q1
$273K Buy
2024
Q4
$263K Buy
2024
Q3
$260K Sell
2024
Q2
$307K Sell
2024
Q1
$308K Sell
2023
Q4
$387K Hold
2023
Q3
$316K Hold
2023
Q2
$284K Hold
2023
Q1
$276K Sell
2022
Q4
$242K Sell
2022
Q3
$519K Buy
2022
Q2
$503K Buy
2022
Q1
$295K Hold
2021
Q4
$395K Sell
2021
Q3
$372K Sell
2021
Q2
$349K Buy
2021
Q1
$234K Hold
2020
Q4
$232K Buy