Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Hold
2025
Q2
$243K Hold
2025
Q1
$262K Sell
2024
Q4
$325K Hold
2024
Q3
$319K Sell
2024
Q2
$446K Hold
2024
Q1
$472K Hold
2023
Q4
$485K Sell
2023
Q3
$462K Hold
2023
Q2
$488K Sell
2023
Q1
$507K Hold
2022
Q4
$419K Hold
2022
Q3
$387K Hold
2022
Q2
$425K Hold
2022
Q1
$464K Buy
2021
Q4
Sell
2021
Q3
$549K Hold
2021
Q2
$613K Sell
2021
Q1
$625K Hold
2020
Q4
$615K Buy