Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q2
$240K Hold
2025
Q1
$213K Buy
2024
Q4
Sell
2024
Q3
$310K Hold
2024
Q2
$332K Hold
2024
Q1
$302K Hold
2023
Q4
$357K Hold
2023
Q3
$305K Hold
2023
Q2
$292K Hold
2023
Q1
$230K Sell
2022
Q4
$204K Buy
2022
Q3
Sell
2022
Q2
$229K Hold
2022
Q1
$272K Buy
2021
Q4
$293K Sell
2021
Q3
$344K Buy
2021
Q2
$349K Hold
2021
Q1
$283K Buy
2020
Q4
$296K Buy