Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Buy
2025
Q2
$279K Sell
2025
Q1
$323K Sell
2024
Q4
$400K Buy
2024
Q3
$429K Buy
2024
Q2
$405K Buy
2024
Q1
$345K Buy
2023
Q4
$333K Buy
2023
Q3
$212K Sell
2023
Q2
$323K Sell
2023
Q1
$336K Sell
2022
Q4
$309K Buy
2022
Q3
Sell
2022
Q2
$220K Hold
2022
Q1
$243K Sell
2021
Q4
$256K Buy
2018
Q2
Sell
2018
Q1
$217K Buy