Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2025
Q1
Sell
2024
Q4
$200K Buy
2024
Q1
Sell
2023
Q4
$206K Buy
2023
Q2
Sell
2023
Q1
$207K Hold
2022
Q4
$239K Sell
2022
Q3
$226K Sell
2022
Q2
$220K Hold
2022
Q1
$242K Hold
2021
Q4
$224K Buy
2021
Q3
Sell
2021
Q2
$223K Sell
2021
Q1
$223K Buy
2020
Q4
$258K Sell
2020
Q3
$249K Hold
2020
Q2
$289K Hold
2020
Q1
$204K Buy