Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Buy
2025
Q2
$396K Buy
2025
Q1
$331K Buy
2024
Q4
$311K Sell
2024
Q3
$316K Sell
2024
Q2
$311K Buy
2024
Q1
$310K Sell
2023
Q4
$304K Buy
2023
Q3
$268K Sell
2023
Q2
$314K Sell
2023
Q1
$305K Buy
2022
Q4
$246K Sell
2022
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$248K Buy
2021
Q3
$244K Hold
2021
Q2
$240K Sell
2021
Q1
$247K Buy
2020
Q4
$233K Buy