Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Hold
2025
Q2
$242K Sell
2025
Q1
$241K Hold
2024
Q4
$211K Sell
2024
Q3
$233K Sell
2024
Q2
$196K Sell
2024
Q1
$295K Buy
2023
Q4
$298K Sell
2023
Q3
$258K Hold
2023
Q2
$276K Buy
2023
Q1
$288K Sell
2022
Q4
$335K Hold
2022
Q3
$309K Buy
2022
Q2
$341K Buy
2022
Q1
$388K Hold
2021
Q4
$463K Buy