Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$143K Hold
2025
Q1
$140K Buy
2023
Q4
Sell
2023
Q3
$197K Hold
2023
Q2
$210K Hold
2023
Q1
$186K Sell
2022
Q4
$312K Sell
2022
Q3
$240K Hold
2022
Q2
$295K Sell
2022
Q1
$404K Sell
2021
Q4
$721K Buy
2021
Q3
$688K Sell
2021
Q2
$726K Hold
2021
Q1
$710K Buy
2020
Q4
$673K Buy