Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Hold
2025
Q2
$245K Hold
2025
Q1
$219K Sell
2024
Q4
$291K Hold
2024
Q3
$340K Hold
2024
Q2
$290K Hold
2024
Q1
$362K Hold
2023
Q4
$418K Hold
2023
Q3
$368K Hold
2023
Q2
$425K Hold
2023
Q1
$472K Hold
2022
Q4
$450K Hold
2022
Q3
$320K Hold
2022
Q2
$393K Sell
2022
Q1
$532K Hold
2021
Q4
$658K Buy