Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$193K Hold
2025
Q2
$228K Sell
2025
Q1
$251K Sell
2024
Q4
$230K Buy
2024
Q3
$222K Sell
2024
Q2
$205K Buy
2024
Q1
$191K Buy
2022
Q3
Sell
2022
Q2
$212K Sell
2022
Q1
$241K Sell
2021
Q4
$275K Sell
2021
Q3
$269K Buy
2021
Q2
$230K Sell
2021
Q1
$231K Sell
2020
Q4
$223K Sell
2020
Q3
$202K Sell
2020
Q2
$218K Buy