Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Hold
2025
Q2
$282K Hold
2025
Q1
$220K Buy
2024
Q4
Sell
2024
Q3
$244K Hold
2024
Q2
$236K Hold
2024
Q1
$250K Hold
2023
Q4
$200K Buy
2023
Q1
Sell
2022
Q4
$80.4K Buy
2022
Q3
$38K Sell
2022
Q2
$33K Buy
2022
Q1
Sell
2021
Q4
$61K Buy
2021
Q3
$62K Buy
2020
Q3
Sell
2020
Q2
$42K Buy