Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Buy
2025
Q2
$262K Hold
2025
Q1
$214K Hold
2024
Q4
$333K Hold
2024
Q3
$216K Buy
2024
Q1
Sell
2023
Q4
$280K Hold
2023
Q3
$281K Hold
2023
Q2
$294K Hold
2023
Q1
$233K Buy
2022
Q4
Sell
2022
Q3
$298K Hold
2022
Q2
$253K Hold
2022
Q1
$404K Hold
2021
Q4
$396K Hold
2021
Q3
$291K Hold
2021
Q2
$255K Hold
2021
Q1
$250K Hold
2020
Q4
$265K Buy