Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$382K Buy
2025
Q1
$435K Buy
2024
Q4
$358K Buy
2024
Q3
$340K Hold
2024
Q2
$369K Sell
2024
Q1
$385K Buy
2023
Q4
$360K Sell
2023
Q3
$385K Hold
2023
Q2
$342K Hold
2023
Q1
$333K Hold
2022
Q4
$357K Sell
2022
Q3
$284K Buy
2022
Q2
$265K Sell
2022
Q1
$305K Buy
2021
Q3
Sell
2021
Q2
$218K Buy