Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$204K Sell
2025
Q1
$229K Hold
2024
Q4
$228K Hold
2024
Q3
$248K Hold
2024
Q2
$215K Hold
2024
Q1
$204K Hold
2023
Q4
$216K Sell
2023
Q3
$201K Sell
2023
Q2
$269K Hold
2023
Q1
$307K Hold
2022
Q4
$270K Hold
2022
Q3
$240K Hold
2022
Q2
$300K Hold
2022
Q1
$282K Hold
2021
Q4
$235K Buy